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Richard Doud Seaver

Valeo Financial Advisors, LLC

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About Richard Doud Seaver

Richard Seaver is an Investment Advisor Representative with Valeo Financial Advisors, LLC. Richard is a Certified Financial Planner® and has been in the financial industry since 1994. Richard specializes in providing financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Richard has a strong understanding of the financial markets and is committed to providing his clients with the best possible investment advice. Richard is licensed in Indiana.

Firm Information

Richard Seaver is currently registered with Valeo Financial Advisors, LLC. Valeo Financial Advisors, LLC is an investment advisor based in Carmel, Indiana. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Valeo Financial Advisors, LLC has approximately $8.9 billion in regulatory assets under management.
Valeo Financial Advisors, LLC

10 W. CARMEL DR STE 400

CARMEL, IN 46032-3357

$8.94B

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of client net worth

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Richard Seaver’s Registration & Firm History

IN

02/17/2009 - Present

Valeo Financial Advisors, LLC (CARMEL IN)

NY

10/20/1994 - 04/07/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/14/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/06/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Doud Seaver.
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