Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Godfrey is an experienced financial advisor with over 29 years in the industry. Richard is a Registered Representative of Steward Partners Investment Advisory, LLC. His firm is a registered investment adviser with the Securities and Exchange Commission (SEC) and has offices in New York, NY and Midlothian, VA. Richard provides a wide range of financial services to individuals, families, businesses, and charitable organizations. These services include financial planning, portfolio management, and investment consulting. Richard is dedicated to providing personalized financial advice and helping clients 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.
Financial consulting
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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VA
02/23/2018 - Present
Steward Partners Investment Advisory, LLC (Midlothian VA)
VA
02/22/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
04/07/1993 - 02/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
IA
Issued 5/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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