Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Durkee is an Investment Advisor Representative at Independent Advisor Alliance, LLC. Richard has been in the financial services industry since 1990 and has a wide range of experience. He is registered with the state of South Carolina. Richard specializes in financial planning, portfolio management, and pension consulting. He holds a Series 6, 63, and 65 license. Richard is committed to providing his clients with personalized service and helping them achieve 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.
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
SC
05/25/2023 - Present
Independent Advisor Alliance, LLC (Charleston SC)
MA
11/11/1998 - 04/19/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/11/1998 - 04/19/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/26/1997 - 11/13/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
08/31/1990 - 06/17/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/31/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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