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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 Sanford is an investment advisor representative at Whitener Capital Management, Inc. in ROCKY MOUNT, NC. Richard has been in the industry since 1997 and holds the Series 7, 63 and 65 licenses. Richard has experience with providing financial planning, portfolio management for individuals and portfolio management for businesses. Richard's firm, Whitener Capital Management, Inc. has a strong focus on high-net-worth individuals, trusts, charitable organizations and individuals other than high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
11/14/2016 - Present
Whitener Capital Management, Inc. (ROCKY MOUNT NC)
MO
11/12/1997 - 01/08/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 03/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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