Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Christman is a financial advisor with Raymond James Financial Services Advisors, Inc. Richard is a Certified Financial Planner and Chartered Financial Consultant with over 25 years of experience in the financial services industry. Richard has held previous positions at Brighthouse Securities, LLC, Transamerica Financial Advisors, Inc, NYLIFE Securities LLC, FOX FINANCIAL MANAGEMENT CORPORATION, ING FUNDS DISTRIBUTOR, LLC, VAN KAMPEN FUNDS INC, and FRANKLIN/TEMPLETON DISTRIBUTORS, INC. Richard is registered with FINRA and the state of Texas to provide investment advice. Richard specializes in providing financial planning, portfolio management, and pension consulting services. Richard's clients include individuals, families, businesses, and retirement plans. Richard is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
10/12/2023 - Present
Raymond James Financial Services Advisors, Inc. (NEW BRAUNFELS TX)
NC
02/04/2021 - 07/11/2023
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
GA
05/23/2012 - 12/02/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)
TX
04/05/2010 - 08/17/2010
NYLIFE SECURITIES LLC (DALLAS TX)
TX
07/13/2009 - 09/08/2009
FOX FINANCIAL MANAGEMENT CORPORATION (CARROLLTON TX)
CT
06/04/2004 - 12/06/2007
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
TX
03/21/2000 - 01/06/2004
VAN KAMPEN FUNDS INC. (HOUSTON TX)
CA
10/19/1993 - 03/07/2000
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 08/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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