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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 Del monte is a financial advisor with over 30 years of experience in the industry. Richard has a strong background in financial planning, portfolio management, and retirement planning. Richard is a Certified Financial Planner™ professional. Richard is currently registered with Allworth Financial, LP and has previously been registered with several other firms. Richard has extensive experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Richard specializes in providing comprehensive financial advice to help individuals achieve their financial goals.
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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2
CA
06/12/2024 - Present
Allworth Financial, LP (Walnut Creek CA)
CA
06/15/1995 - 01/31/2008
SECURITIES AMERICA, INC. (ALAMO CA)
MA
06/16/1994 - 06/30/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/23/1993 - 06/30/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NE
09/04/1992 - 06/09/1994
SECURITIES AMERICA, INC. (LAVISTA NE)
IN
11/14/1985 - 08/31/1992
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/14/1985 - 08/31/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
11/19/1989 - 03/27/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
08/17/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/14/1985 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
04/29/1985 - 09/16/1985
IDS MARKETING CORPORATION
BC
Issued 04/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1992
Series 24 - General Securities Principal Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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