Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Charles Eddy is a financial advisor who has been in the industry since 2005. Richard is currently registered with Creativeone Wealth, LLC in Overland Park, Kansas and is also registered with the state of California. Richard has experience with various financial products, including insurance, and works with individuals, corporations, businesses and other entities. Richard is a Managing Member of Factor Four, LLC, a holding company for certain digital assets/brands that may be deployed or sold in the future. He is also a business consultant for Cobblestone Applied Research & Evaluation Inc. Richard is a Vice President of the Sierra La Verne HOA and a Real Estate Agent for ReeBroker Group.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
KS
07/20/2018 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
CA
12/17/2007 - 01/06/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (LA VERNE CA)
CA
01/30/2006 - 12/14/2007
HBW SECURITIES LLC (SIMI VALLEY CA)
CA
09/02/2005 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (LA VERNE CA)
IA
Issued 10/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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