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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 Ohlrich is an investment advisor representative with RFG Advisory, LLC, based in Vestavia Hills, Alabama. Richard has been in the industry since 1993 and is licensed to provide investment advice in 52 states and the District of Columbia. Richard's previous employers include LPL Financial LLC and Mutual Service Corporation. Richard holds the following FINRA licenses: Series 6, Series 7, Series 24, Series 26, Series 52, Series 53, and Series 66. Richard's firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
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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2
AL
01/31/2022 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
MI
12/23/2009 - 02/04/2022
LPL FINANCIAL LLC (TROY MI)
MA
08/22/2005 - 10/13/2009
MUTUAL SERVICE CORPORATION (BOSTON MA)
MI
05/27/2004 - 08/18/2005
CIG CORP (SOUTHFIELD MI)
IA
03/31/2003 - 10/28/2004
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
OH
10/17/2000 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
IL
07/27/1998 - 08/11/2000
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
NA
10/30/1995 - 07/27/1998
STANDARD BROKERAGE SERVICES, INC.
CA
09/23/1992 - 09/25/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BOTH
Issued 06/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/29/1994
Series 24 - General Securities Principal Examination
BC
Issued 12/24/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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