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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 Briand is an investment advisor representative with Silverlake Wealth Management LLC. Richard has been in the financial services industry since 1982 and has a variety of experience in the financial services industry. Richard is a registered Investment Advisor and has series 7, 63, 65, and SIE licenses. Richard has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Richard has held positions at LPL Financial LLC, Wells Fargo Advisors Financial Network, LLC, Wachovia Securities, LLC, First Albany Corporation, and Moseley Securities Corporation.
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.
1
2
VT
01/06/2017 - Present
Silverlake Wealth Management LLC (WILLISTON VT)
VT
12/06/2012 - 04/16/2020
LPL FINANCIAL LLC (WILLISTON VT)
VT
10/07/2005 - 12/07/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WILLISTON VT)
MO
08/05/2000 - 10/07/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/07/1988 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
NA
05/24/1982 - 03/09/1988
MOSELEY SECURITIES CORPORATION
IA
Issued 11/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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