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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 Artzi is an investment advisor representative with EPG Wealth Management LLC. Richard has been in the financial services industry since 1999. Prior to joining EPG Wealth Management LLC, Richard was with Triad Advisors, Inc. and CUNA Brokerage Services, Inc. Richard has a Series 65, Series 63, Series 7, Series 31, and SIE license. Richard specializes in providing financial planning, investment management, and pension consulting services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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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GA
06/11/2019 - Present
EPG Wealth Management LLC (ATLANTA GA)
GA
04/03/2012 - 01/23/2017
TRIAD ADVISORS, INC. (ATLANTA GA)
GA
08/07/2002 - 04/02/2012
CUNA BROKERAGE SERVICES, INC. (MARIETTA GA)
IN
04/26/2001 - 07/11/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/26/2001 - 07/11/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
07/11/2000 - 10/26/2000
DECLARATION DISTRIBUTORS, INC. (BALTIMORE MD)
NY
11/28/1997 - 11/23/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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