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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 Milligan is a financial advisor with Raymond James & Associates, Inc. Richard has over 15 years of experience in the financial services industry. Richard specializes in providing a variety of financial services, including portfolio management, financial planning, and investment advice. Richard has a strong track record of success in helping clients achieve their financial goals. Richard is dedicated to providing personalized service to each of his clients. Prior to joining Raymond James, Richard was an advisor with ROBERT W. BAIRD & CO. INCORPORATED. Richard is registered to provide investment advice in Florida.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
08/26/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
12/22/2014 - 09/08/2020
ROBERT W. BAIRD & CO. INCORPORATED (TAMPA FL)
FL
03/31/2006 - 12/19/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 03/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/14/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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