Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Chico, CA. Richard has been in the industry since 1985 and has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., BA INVESTMENT SERVICES, INC., JMC FINANCIAL CORPORATION, THOMSON MCKINNON SECURITIES INC. and TRANSINTERNATIONAL SECURITIES, INCORPORATED. Richard is licensed in California and Texas and is also registered as an investment advisor representative in these states. Richard specializes in providing financial advice and services to individuals, families, businesses and institutions.
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
CA
03/17/2021 - Present
Raymond James Financial Services Advisors, Inc. (CHICO CA)
CA
10/23/2009 - 07/30/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICO CA)
CA
07/12/1999 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICO CA)
CA
11/03/1994 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
MA
08/04/1989 - 02/23/1995
JMC FINANCIAL CORPORATION (BOSTON MA)
NA
09/04/1986 - 08/16/1989
THOMSON MCKINNON SECURITIES INC.
NA
08/21/1985 - 09/24/1986
TRANSINTERNATIONAL SECURITIES, INCORPORATED
IA
Issued 11/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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