Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Looney is a financial advisor with over 30 years of experience in the industry. Richard is registered with Allworth Financial, LP in New Jersey. Richard is also a Registered Investment Advisor, and has held this designation since 2008. Previously, Richard was with George McKelvey Co., INC. in Manasquan, New Jersey. Richard is also a Registered Representative and has a Series 7, Series 24, Series 55, and SIE licenses. Richard specializes in a wide range of services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and 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.
Guidance on pension options to ensure a secure financial future.
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.
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CA
10/02/2024 - Present
Allworth Financial, LP (FOLSOM CA)
NJ
07/19/1988 - 12/22/2020
GEORGE MCKELVEY CO., INC. (Manasquan NJ)
BC
Issued 09/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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