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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 Childress is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC, a firm with a strong national presence. Richard has been in the financial services industry since 1997 and is registered to provide investment advice in multiple states. Richard's experience spans multiple firms, including UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to providing investment advice, Richard also offers financial planning and portfolio management services to a variety of clients.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/22/2024 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
09/01/2006 - 05/06/2013
UBS FINANCIAL SERVICES INC. (BONITA SPRINGS FL)
FL
07/08/1997 - 09/08/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MYERS FL)
IA
Issued 08/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/12/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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