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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 Randall Rainey is a financial advisor at Capital Management Advisors LP, a firm specializing in providing comprehensive wealth management services to high-net-worth individuals and pooled investment vehicles. Richard has been with Capital Management Advisors LP since March 2005, where he serves as founder and CEO. Richard also holds the position of founder and CEO at Capital Management Advisors GP, LLC, the general partner of the limited partnership. Richard holds both Series 65 and Series 63 licenses and has a history of experience in the financial industry. He is also a registered investment advisor in Texas. Richard is a valuable asset to the Capital Management Advisors LP team, bringing extensive knowledge and experience to their 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
05/20/2005 - Present
Capital Management Advisors LP (HOUSTON TX)
TX
04/22/2008 - 11/03/2015
TRIAD ADVISORS, INC. (HOUSTON TX)
TX
08/15/2002 - 03/19/2008
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
IA
Issued 09/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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