Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard McLinden is a financial advisor with over 8 years of experience in the financial services industry. Richard is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since October 2019. Prior to that, Richard was registered with Edward Jones from September 2011 to October 2019. Richard is a Series 66, Series 7 and SIE licensed advisor. Richard is also the 49% Owner of McLinden Financial. McLinden Financial is a support company and Richard is an Associate/Employee of the company. Richard offers a variety of financial services including financial planning, pension consulting, portfolio management for businesses, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
10/29/2019 - Present
Raymond James Financial Services Advisors, Inc. (THE WOODLANDS TX)
TX
09/02/2011 - 10/17/2019
EDWARD JONES (CONROE TX)
BOTH
Issued 09/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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