Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard McNally is an investment professional with over 20 years of experience in the financial industry. Richard is currently registered with Innovation Partners LLC, a firm specializing in providing comprehensive financial planning, consulting services, and investment management to individuals and businesses. Prior to joining Innovation Partners LLC, Richard was with Transamerica Financial Advisors, Inc. and World Group Securities, Inc. Richard is committed to providing personalized financial advice and investment solutions to help clients achieve their financial goals. He is a Series 6, Series 26 and Series 65 licensed professional.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
11/18/2016 - Present
Innovation Partners LLC (CHARLOTTE NC)
FL
07/18/2002 - 11/24/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
GA
04/08/2004 - 04/20/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 06/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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