Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Howorth Parry is an investment advisor representative at Tom Johnson Investment Management, LLC. Richard has been in the industry since November 1992. Richard is registered with the state of Oklahoma and is also a registered investment advisor representative in Texas. Richard has passed the Uniform Securities Agent State Law Examination (Series 63), the Uniform Investment Adviser Law Examination (Series 65), and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Richard is also a Chartered Financial Analyst. Richard has a long history of experience in providing financial planning, portfolio management, and pension consulting services to a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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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2
OK
12/11/1992 - Present
TOM Johnson Investment Management, LLC (OKLAHOMA CITY OK)
ME
04/09/2001 - 03/26/2002
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
MA
10/06/1997 - 04/09/2001
UAM FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 10/16/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/02/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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