Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Garner is a financial advisor at Avantax Advisory Services in IRVING, TX. Richard has been in the financial industry since 2002 and has a strong background in providing investment advice. Richard has worked with both individuals and businesses, offering financial planning, portfolio management, and retirement planning services. Richard has a wide range of experience in the industry, and is committed to providing his clients with personalized advice and guidance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/02/2024 - Present
Avantax Advisory Services (IRVING TX)
MI
09/13/2005 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (TRAVERSE CITY MI)
MA
11/01/2002 - 09/19/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 05/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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