Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard D Gifford is a financial advisor in Scottsbluff, NE, who has been in the industry since 2017. Richard is registered with LPL Financial LLC and has been associated with this firm since 2021. Prior to this, Richard worked for Avantax Investment Services, Inc., a firm located in Scottsbluff, NE, from 2017 to 2021. Richard holds a Series 7 and Series 66 securities license and has licenses to practice in Colorado, Montana, and Nebraska. Richard is also a Certified Public Accountant (CPA).
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
08/20/2021 - Present
LPL Financial LLC (SCOTTSBLUFF NE)
NE
09/27/2017 - 08/18/2021
AVANTAX INVESTMENT SERVICES, INC. (Scottsbluff NE)
BOTH
Issued 10/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Gifford is the right advisor for you? Invested Better is here to help.
