Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Wilson has been a financial advisor for over 30 years. Richard began his career in the financial services industry in 1990. Richard is a Certified Financial Planner™ professional and is registered to provide investment advice in multiple states. Richard is currently employed with LPL Financial LLC, and his office is located in Athens, Texas. Richard has a history of working with individuals and families, corporations and businesses, and charitable organizations. Richard is a highly experienced and respected financial advisor who has helped countless clients reach 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
06/15/2020 - Present
LPL Financial LLC (ATHENS TX)
TX
10/25/2019 - 06/16/2020
AVANTAX INVESTMENT SERVICES, INC. (ATHENS TX)
TX
12/24/1996 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ATHENS TX)
TX
08/06/1990 - 01/01/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 08/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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