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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 Dullnig is an investment advisor representative at 1900 Wealth. Richard has over 20 years of experience in the financial services industry. Richard has held previous roles at Ameriprise Financial Services, LLC, Investment Professionals, Inc., and H&R Block Financial Advisors, Inc. Richard's experience includes providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, families, businesses, 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Consulting fees
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2
TX
10/05/2021 - Present
1900 Wealth (SAN ANTONIO TX)
TX
06/14/2018 - 09/20/2021
AMERIPRISE FINANCIAL SERVICES, LLC (San Antonio TX)
TX
10/24/2008 - 11/30/2018
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
03/10/2003 - 10/24/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
04/29/1993 - 02/28/2003
GEORGE E. DULLNIG & CO. (SAN ANTONIO TX)
IA
Issued 06/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2022
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/18/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/18/2022
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/13/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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