Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Eller is an investment advisor representative with Spire Wealth Management, LLC, based in McLean, VA. Richard has been in the financial industry since 1985 and has experience in providing investment advisory services to individuals, corporations, and charitable organizations. He is also a licensed insurance agent and offers financial planning, retirement planning, and estate planning services. Richard has a strong track record of providing financial advice to clients and helping them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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
VA
11/04/2021 - Present
Spire Wealth Management, LLC (MCLEAN VA)
CT
02/18/2010 - 04/13/2012
SPIRE SECURITIES, LLC (WESTPORT CT)
CT
07/02/2007 - 02/18/2010
SECURITIES AMERICA, INC. (WESTPORT CT)
CT
09/21/1992 - 06/29/2007
BROOKSTREET SECURITIES CORPORATION (WESTPORT CT)
NY
08/03/1988 - 10/15/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/23/1985 - 08/05/1988
FIRST INTERREGIONAL EQUITY CORP.
IA
Issued 06/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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