Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Phelan is a financial consultant associated with Florida Financial Advisors, LLC. Richard obtained his Uniform Investment Adviser Law Examination in December 2024. The firm's main office is in Tampa, FL. Richard has been in the industry since January 2025 and is currently registered in Florida as a Registered Representative. Richard Phelan provides advisory services in the areas of financial planning, pension consulting and selection of other advisers. He has a significant number of clients, with most being individuals other than high-net-worth clients.
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.
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.
2% of net worth or assets for financial planning clients
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2
FL
01/21/2025 - Present
Florida Financial Advisors, LLC (Jacksonville FL)
Active
Inactive
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