Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Dallas Brewer is a financial advisor with Commonwealth Financial Network. Richard has been in the financial services industry since 2006 and holds the Series 6, 7, 63, and 65 licenses. Richard is also a Certified Financial Planner and a Chartered Financial Consultant. Richard is based in Mount Pleasant, South Carolina, and is registered to provide advisory services in South Carolina. Richard specializes in financial planning, portfolio management, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
07/05/2023 - Present
Commonwealth Financial Network (MT. PLEASANT SC)
CO
03/13/2018 - 06/30/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
SC
10/22/2015 - 03/02/2018
COMMONWEALTH FINANCIAL NETWORK (Mount Pleasant SC)
SC
03/14/2014 - 10/28/2015
MML INVESTORS SERVICES, LLC (MT. PLEASANT SC)
SC
06/04/2013 - 03/21/2014
ALLSTATE FINANCIAL SERVICES, LLC (SUMMERVILLE SC)
SC
07/02/2010 - 05/29/2013
METLIFE SECURITIES INC. (NORTH CHARLESTON SC)
SC
08/16/2006 - 06/01/2009
SIGNATOR INVESTORS, INC. (CHARLESTON SC)
IA
Issued 07/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Brewer is the right advisor for you? Invested Better is here to help.
