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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Madden is an investment advisor representative with Seacrest Wealth Management, LLC. Richard has been in the industry since 1985 and is registered in Indiana and Kentucky. He is licensed to provide financial planning, pension consulting, and portfolio management services to individuals, businesses and corporations. Richard also has experience in selection of other advisors. Previously, Richard was an advisor with PURSHE KAPLAN STERLING INVESTMENTS and MORGAN STANLEY SMITH BARNEY.
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.
A percentage of the total value of assets under management is charged.
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NY
01/03/2020 - Present
Seacrest Wealth Management, LLC (PURCHASE NY)
IN
11/07/2011 - 09/22/2015
PURSHE KAPLAN STERLING INVESTMENTS (JEFFERSONVILLE IN)
KY
06/01/2009 - 01/29/2010
MORGAN STANLEY SMITH BARNEY (LOUISVILLE KY)
KY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LOUISVILLE KY)
KY
07/24/1985 - 04/02/2007
MORGAN STANLEY DW INC. (LOUISVILLE KY)
IA
Issued 03/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/22/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1992
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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