Unclaimed
Richard Huite is a financial advisor with over 19 years of experience in the industry. Richard currently works for Benjamin F. Edwards & Company, Inc. in Clayton, MO. Richard has been registered with the state of Missouri as an Investment Advisor Representative since February 2023 and holds a Series 7, SIE and Series 66 licenses. Prior to joining Benjamin F. Edwards & Company, Inc., Richard was employed at Wells Fargo Advisors, LLC from January 2008 to February 2011 and A. G. Edwards & Sons, Inc. from April 2004 to January 2008. Richard is registered in 30 states and provides a range of services including financial planning, pension consulting, educational seminars, portfolio management for businesses and 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.
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
MO
02/21/2023 - Present
Benjamin F. Edwards & Company, Inc. (CLAYTON MO)
MO
01/01/2008 - 02/14/2011
WELLS FARGO ADVISORS, LLC (CLAYTON MO)
MO
04/08/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CLAYTON MO)
BOTH
Issued 06/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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