Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Gow has over 17 years of experience in the financial services industry. He has a broad range of experience in financial planning, wealth management, insurance and investment management, and has worked with both individuals and businesses. Richard is currently a Registered Representative with Compound Planning, an independent Registered Investment Advisor. Richard has worked previously with Morgan Stanley Smith Barney, Lara, May & Associates, PFS Investments Inc. and Morgan Stanley & Co. Incorporated. Richard is registered with the Securities and Exchange Commission and is licensed to provide investment advisory services in several states including Florida, Virginia, California, Colorado, District of Columbia, Maryland, Massachusetts, North Carolina, South Carolina, and Wisconsin.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Selection of other advisers
1
2
NY
11/06/2024 - Present
Compound Planning (NEW YORK NY)
MD
03/19/2010 - 05/17/2019
LARA, MAY & ASSOCIATES, LLC (BETHESDA MD)
VA
06/01/2009 - 03/25/2010
MORGAN STANLEY SMITH BARNEY (RESTON VA)
VA
04/06/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RESTON VA)
NA
09/09/1993 - 10/21/1994
PFS INVESTMENTS INC.
BOTH
Issued 05/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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