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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Alexander has been in the financial services industry for 17 years. Richard is a registered representative of Cetera Investment Advisers LLC and is licensed in 21 states. Richard is also a registered investment advisor in Texas and Virginia. Richard's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. He has experience working with high-net-worth individuals, corporations, and charitable organizations. Richard is also a member of the board of directors for Trumpet and Torch Ministries.
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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VA
09/08/2020 - Present
Cetera Investment Advisers LLC (GLEN ALLEN VA)
VA
11/21/2019 - 09/21/2020
RAYMOND JAMES & ASSOCIATES, INC. (Norfolk VA)
BC
Issued 12/05/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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