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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 Dean Godfrey is a financial advisor at Cambridge Investment Research Advisors, Inc. Richard has been in the financial services industry for over 10 years, beginning in 2012. Richard specializes in providing financial planning, investment management, and retirement planning to individuals, families, and small businesses. Richard holds Series 6, 63, and 65 licenses and is registered to provide investment advice in 28 states. Richard is a member of the Smartvestor Council and provides insurance services through SmartPro Financial LLC. Richard is committed to helping clients achieve their financial goals.
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.
Solicitation fees from 3rd party money managers
1
2
FL
02/01/2019 - Present
Cambridge Investment Research Advisors, Inc. (Bradenton FL)
FL
06/15/2017 - 09/14/2017
AMERITAS INVESTMENT CORP. (Sarasota FL)
FL
08/22/2012 - 06/23/2017
CCF INVESTMENTS, INC. (SARASOTA FL)
IA
Issued 07/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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