Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Woodall is a financial advisor with over 40 years of experience in the industry. Richard is currently registered with Financial Security Advisory Inc. and has been with the firm since 1997. Richard is a Vice President at Financial Security Group, Inc., where Richard provides life and health insurance sales and financial advisory services. Richard is also a partner in DRS&T Family Limited Partnership, where Richard purchases and manages rentals of single-family homes. Richard is a Chartered Financial Consultant and holds Series 7, Series 63, Series 26, and Series 99TO licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
12/02/1997 - Present
Financial Security Advisory Inc. (VA BEACH VA)
NA
03/07/1995 - 05/15/1997
DAVENPORT-DUKES FINANCIAL SERVICES, INC.
AZ
11/19/1989 - 03/16/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
07/23/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/13/1986 - 08/01/1987
SSV SECURITIES, INC.
NA
11/11/1982 - 11/04/1986
FSC SECURITIES CORPORATION
NA
10/17/1980 - 04/26/1982
USLIFE EQUITY SALES CORP.
BC
Issued 11/26/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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