Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kimbrough is a financial advisor at Innovation Partners LLC. Richard has over 25 years of experience in the financial services industry. He is a registered representative with FINRA and holds several licenses, including Series 7, 63, 65, and 24. Richard specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
02/27/2018 - Present
Innovation Partners LLC (CHARLOTTE NC)
PA
05/13/2005 - 02/21/2018
SGC SECURITIES LP (NARBERTH PA)
FL
05/16/2001 - 07/12/2005
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
OR
07/12/2000 - 12/14/2000
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MA
11/10/1997 - 08/08/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
06/10/1996 - 10/23/1997
MCG EQUITIES, INC.
MA
04/15/1996 - 08/05/1996
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
01/25/1994 - 12/31/1994
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 07/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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