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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 Edmond Wedge has been in the financial services industry since November 22, 1990. Richard currently works for World Investment Advisors, LLC, and has been registered with the firm since August 19, 2015. Richard previously worked for CAPFINANCIAL SECURITIES, LLC, LPL FINANCIAL LLC, NRP FINANCIAL, INC, CANTELLA & CO., INC, FINANCIAL TELESIS INC and PRINCOR FINANCIAL SERVICES CORPORATION. Richard holds licenses for the Series 6, 7, 26, 63 and 66 exams. Richard is registered as an Investment Advisor Representative (IAR) in Florida, Massachusetts, South Carolina and Texas.
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.
A percentage of the total value of assets under management is charged.
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2
CA
04/05/2018 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
CA
08/19/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Novato CA)
CA
11/30/2010 - 08/20/2015
LPL FINANCIAL LLC (NOVATA CA)
CA
03/03/2008 - 11/30/2010
NRP FINANCIAL, INC. (NOVATA CA)
CA
05/23/2006 - 03/11/2008
CANTELLA & CO., INC. (NOVATO CA)
CA
02/01/2005 - 05/25/2006
FINANCIAL TELESIS INC (SAN RAFAEL CA)
IA
11/23/1990 - 02/04/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 03/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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