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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bryan Simpson is an investment advisor representative. Richard Simpson has been in the industry since 1994 and is currently registered with Portfolio Medics, LLC. Richard Simpson has previously worked with J.W. COLE FINANCIAL, INC., ST. BERNARD FINANCIAL SERVICES, INC., 1717 CAPITAL MANAGEMENT COMPANY, ALLSTATE FINANCIAL SERVICES, LLC, PARK AVENUE SECURITIES LLC, FSC SECURITIES CORPORATION, PML SECURITIES COMPANY, TCL SECURITIES, INC., HORNOR, TOWNSEND & KENT, INC.. Richard Simpson specializes in providing financial planning, pension consulting, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AR
12/02/2024 - Present
Portfolio Medics, LLC (Little Rock AR)
AR
07/12/2011 - 12/31/2011
J.W. COLE FINANCIAL, INC. (LITTLE ROCK AR)
AR
10/26/2009 - 11/02/2010
ST. BERNARD FINANCIAL SERVICES, INC. (LITTLE ROCK AR)
AR
12/20/2007 - 02/05/2008
1717 CAPITAL MANAGEMENT COMPANY (LITTLE ROCK AR)
AR
11/21/2006 - 05/01/2007
ALLSTATE FINANCIAL SERVICES, LLC (NORTH LITTLE ROCK AR)
NY
05/03/2006 - 11/22/2006
PARK AVENUE SECURITIES LLC (NEW YORK NY)
GA
05/19/2003 - 12/13/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
DE
07/15/1998 - 10/29/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
LA
01/15/1998 - 06/11/1998
TCL SECURITIES, INC. (RUSTON LA)
PA
02/26/1996 - 11/17/1997
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
DE
03/02/1994 - 02/26/1996
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 02/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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