Unclaimed
Richard Grear Wilson has over 24 years of experience in the financial services industry. Richard is currently registered with Crutchfield Securities, LLC in Houston, Texas. Richard's previous employers include Gulfstar Group I, LTD. and Debellas & Co. Capital, LP. Richard holds several securities licenses including Series 63, Series 28, Series 24, Series 99TO, Series 79TO, SIE and Series 62.
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.
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.
1
2
TX
01/09/2009 - Present
Crutchfield Securities, LLC (HOUSTON TX)
TX
08/07/2006 - 01/29/2009
GULFSTAR GROUP I, LTD. (HOUSTON TX)
CA
12/19/1997 - 06/28/2006
DEBELLAS & CO. CAPITAL, LP (LAKE FOREST CA)
BC
Issued 12/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2018
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1997
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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