Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Patton Schultz is a financial advisor who has been in the industry for over 25 years. Richard holds both Series 63 and 65 licenses and Series 7 and 6 registrations. Richard is currently registered with Lincoln Investment and Capital Analysts in California and Washington. Richard's experience includes working with individual and high net worth clients as well as corporations and charitable organizations. Richard provides financial planning and investment advice. Richard's previous employers include Capital Analysts, Incorporated, The Concord Equity Group, LLC, Emissary Financial Group, Inc. and Money Concepts Capital Corp.
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.
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.
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.
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2
CA
01/06/2015 - Present
Lincoln Investment (VALLEJO CA)
CA
08/20/2003 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (VALLEJO CA)
NJ
06/04/1998 - 08/08/2003
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
OH
03/25/1998 - 08/12/1998
EMISSARY FINANCIAL GROUP, INC. (MENTOR OH)
FL
03/04/1997 - 03/17/1998
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IA
Issued 06/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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