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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 Linden is an investment advisor representative currently registered with CCM Investment Advisers, LLC. Richard has been in the industry since 2009 and previously worked with SYNOVUS SECURITIES, INC. and WELLS FARGO ADVISORS, LLC. Richard has successfully completed the Series 65, Series 66, SIE and Series 7 exams. Richard's specializations include: Retirement Plans & Individual Retirement Accounts and Financial Planning.
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.
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
07/26/2024 - Present
CCM Investment Advisers, LLC (COLUMBIA SC)
SC
01/29/2016 - 01/03/2020
SYNOVUS SECURITIES, INC. (COLUMBIA SC)
SC
07/23/2009 - 01/13/2014
WELLS FARGO ADVISORS, LLC (CHARLESTON SC)
IA
Issued 02/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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