Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard David Beale is a registered Investment Advisor Representative in California. Richard has been in the industry since December 1997. Richard has a Series 7 General Securities Representative License. Currently, Richard is affiliated with Mapleton Capital Management, LLC and Ocean Park Capital Management, LLC. Richard has been with Mapleton Capital Management, LLC since November 1999 and Ocean Park Capital Management, LLC since December 1997. Richard has been approved for his current registrations in California since 2000 for Mapleton Capital Management, LLC and since 1998 for Ocean Park Capital Management, LLC. Richard’s firm primarily focuses on the management of individual client portfolios, including high net worth individuals. They also manage portfolios for pooled investment vehicles. Richard's firm manages over $69 million in assets.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/13/2000 - Present
Mapleton Capital Management, LLC (SANTA MONICA CA)
BC
Issued 06/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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