Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Greene is a financial advisor at Independent Financial Group, LLC. Richard is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Richard specializes in helping individuals, families, and businesses with a range of financial planning needs, including retirement planning, investment management, and estate planning. Richard is committed to providing personalized financial advice and building long-term relationships with his clients.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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LA
10/29/2021 - Present
Independent Financial Group, LLC (MADISONVILLE LA)
LA
11/01/2017 - 11/01/2021
CETERA ADVISOR NETWORKS LLC (MADISONVILLE LA)
LA
05/06/2011 - 11/01/2017
GIRARD SECURITIES, INC. (MADISONVILLE LA)
BC
Issued 08/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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