Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Moore Stimpson is a Registered Representative in Alabama and Texas. Richard is affiliated with Leavell Investment Management, Inc. and has been in the industry since 2002. Richard has passed several professional exams including the Series 7, Series 52 and Series 63 exams. Richard has experience working with various client types, including individuals, corporations, charitable organizations, and retirement plans.
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.
Education to participants of consulting and advised 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.
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2
AL
01/03/2013 - Present
Leavell Investment Management, Inc. (MOBILE AL)
AL
02/08/2002 - 03/10/2006
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
01/08/2002 - 02/14/2002
STERNE AGEE CAPITAL MARKETS, INC. (BIRMINGHAM AL)
NA
08/03/1987 - 01/30/1991
FIRST FUNDS, INC.
BC
Issued 02/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1987
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/31/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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