Unclaimed
Richard Edward Kegley is an Investment Advisor Representative associated with Raymond James Financial Services Advisors, Inc. Richard is licensed in Virginia. Richard has been in the industry for a number of years. Previously Richard was associated with RAYMOND JAMES FINANCIAL SERVICES, INC. and WELLS FARGO CLEARING SERVICES, LLC. Richard has passed the Series 66, Series 7TO and SIE exams. Richard is a Registered Representative with the firm.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
10/07/2019 - Present
Raymond James Financial Services Advisors, Inc. (Bristol VA)
VA
10/07/2019 - 10/04/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (BRISTOL VA)
VA
04/18/2019 - 10/10/2019
WELLS FARGO CLEARING SERVICES, LLC (BRISTOL VA)
BOTH
Issued 05/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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