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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 McFarland Burridge is a financial advisor currently registered with Curi RMB Capital, LLC. Richard has been in the industry since 1985, with previous experience at UBS Financial Services Inc., Kidder, Peabody & Co. Incorporated, Bear, Stearns & Co. Inc., L. F. Rothschild & Co. Incorporated, and Shearson Lehman Brothers Inc. Richard is currently registered as an Investment Adviser Representative in Illinois and Texas. Richard holds the following licenses and designations: Series 7, Series 31, Series 63, Series 65, and Certified Financial Planner. Richard specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
04/14/2006 - Present
Curi RMB Capital, LLC (CHICAGO IL)
NJ
01/28/1995 - 04/15/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/25/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
03/14/1988 - 06/02/1994
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
07/30/1987 - 04/14/1988
L. F. ROTHSCHILD & CO. INCORPORATED
NA
05/21/1985 - 08/13/1987
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 06/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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