Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lance Truxall is a financial advisor with Osaic FA, Inc. based in Southfield, MI. Richard has been in the industry since June 2003. Richard holds the Series 7, Series 63, and Series 66 securities licenses. Richard is registered with the state of Michigan as a registered investment advisor and has specializations in various areas including retirement planning, mutual funds, variable annuities, fixed annuities and life insurance. Richard also has insurance licenses in the state of Michigan. Prior to Osaic FA, Inc., Richard was affiliated with INVEST FINANCIAL CORPORATION and INTERSECURITIES, INC.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
MI
09/12/2017 - Present
Osaic FA, Inc. (SOUTHFIELD MI)
MI
07/24/2009 - 03/20/2017
INVEST FINANCIAL CORPORATION (BRIGHTON MI)
MI
06/05/2003 - 08/04/2009
INTERSECURITIES, INC. (BRIGHTON MI)
BOTH
Issued 09/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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