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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 Labrum is an investment advisor representative with Intelligence Driven Advisers, LLC. Richard has been in the financial industry since 1992. Richard has worked with a number of firms including International Assets Advisory, LLC, Gradient Securities, LLC, Waveland Capital Partners LLC, and Morgan Stanley Smith Barney. Richard has a variety of designations and certifications including Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, and SIE. Richard is currently registered with the state of California and Texas. Richard specializes in providing financial planning, portfolio management, and educational seminars. Richard has a strong background in the insurance industry as well.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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CA
01/04/2019 - Present
Intelligence Driven Advisers, LLC (CARLSBAD CA)
CA
11/12/2014 - 08/24/2023
INTERNATIONAL ASSETS ADVISORY, LLC (Murrieta CA)
CA
03/02/2012 - 11/11/2014
GRADIENT SECURITIES, LLC (MURRIETA CA)
CA
08/30/2010 - 03/02/2012
WAVELAND CAPITAL PARTNERS LLC (MURRIETA CA)
CA
11/13/2009 - 08/30/2010
PURSHE KAPLAN STERLING INVESTMENTS (MURRIETA CA)
CA
06/01/2009 - 12/10/2009
MORGAN STANLEY SMITH BARNEY (TEMECULA CA)
CA
10/31/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TEMECULA CA)
NY
04/29/1998 - 11/05/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
04/27/1992 - 04/30/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 02/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/26/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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