Unclaimed
Richard Tull is a financial professional with over 25 years of experience in the financial services industry. Richard is registered with Cetera Investment Advisers LLC, and is also registered as an investment advisor in Georgia and Texas. Richard has experience in fixed insurance, financial services, and portfolio management. Richard focuses on working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Richard also has experience with charitable organizations and state or municipal government entities. Richard's specializations include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
1
2
GA
03/21/2024 - Present
Cetera Investment Advisers LLC (Marietta GA)
GA
06/14/2007 - 01/10/2024
MML INVESTORS SERVICES, LLC (Atlanta GA)
GA
02/25/1998 - 06/12/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (ATLANTA GA)
GA
02/25/1998 - 04/17/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (ATLANTA GA)
BOTH
Issued 8/2/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/8/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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