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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 Edgett is an investment advisor representative with Victory Capital Management Inc. Richard has been in the financial services industry for over 10 years and has experience in providing investment advice to a variety of clients, including individuals, corporations, and institutions. Richard is registered with the state of Texas. Richard has experience in providing investment advice in areas such as stocks, bonds, mutual funds, and exchange-traded funds. Richard is also a Registered Representative and has obtained his Series 7, 66, and SIE 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.
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.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/08/2025 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
01/31/2023 - 11/16/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
BOTH
Issued 03/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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