Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Scott is a financial advisor with over 30 years of experience in the industry. Richard has a wide range of experience with both individual and institutional clients, having worked with a variety of firms including Financial America Securities, Inc., North American Management, Inc., First American National Securities, Inc., and now Research Financial Strategies. Richard is licensed in multiple states and has a number of professional designations. He is passionate about helping clients achieve their financial goals and provides personalized financial advice tailored to each client's individual needs.
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.
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.
Percentage of annual income or net worth
1
2
MD
10/22/2012 - Present
Research Financial Strategies (ROCKVILLE MD)
OH
04/03/1992 - 10/01/2012
FINANCIAL AMERICA SECURITIES, INC. (CLEVELAND OH)
SD
07/18/1991 - 04/06/1992
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
01/01/1990 - 05/30/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 10/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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