Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kudler is a financial advisor with Gallagher Fiduciary Advisors, LLC, located in Houston, TX. Richard has been in the financial services industry since June 14, 2015. Richard is registered with FINRA as a Registered Representative and is also registered with the state of Texas as an Investment Advisor Representative. Richard holds the Series 63, Series 7 and SIE licenses. Richard has a strong background in retirement plan consulting and has worked with a variety of clients, including individuals, businesses, and institutions. Richard is dedicated to 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
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.
1
2
TX
04/16/2022 - Present
Gallagher Fiduciary Advisors, LLC (Houston TX)
TX
03/30/2022 - 08/23/2024
TRIAD ADVISORS LLC (Houston TX)
TX
06/18/2019 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (HOUSTON TX)
NC
07/01/2015 - 06/21/2019
INNOVATION PARTNERS LLC (CHARLOTTE NC)
BC
Issued 07/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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