Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kilmer is a financial advisor with over 35 years of experience. Richard is a CERTIFIED FINANCIAL PLANNER™ professional and has been associated with United Planners' Financial Services Of America A Limited Partner since November 2017. Richard has been a Registered Representative since June 1984 and has experience in providing financial advice to individuals, families, and businesses. Richard has a wide range of experience in financial planning, investment management, and insurance. Richard is committed to helping clients achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
11/21/2017 - Present
United Planners' Financial Services OF America A Limited Partner (DRIPPING SPRINGS TX)
TX
07/29/2011 - 11/22/2017
SII INVESTMENTS, INC. (AUSTIN TX)
TX
07/19/1994 - 08/01/2011
SECURITIES AMERICA, INC. (AUSTIN TX)
AZ
06/18/1989 - 07/21/1994
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
04/26/1988 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
06/06/1984 - 02/22/1988
CIGNA SECURITIES, INC.
BC
Issued 06/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/05/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Kilmer is the right advisor for you? Invested Better is here to help.
