Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Janke is a financial advisor with EP Wealth Advisors. He is registered in California, Texas, Utah, Washington, and Wyoming. Richard has been in the financial services industry since 2005. He holds the Series 7, 63 and 66 licenses. Richard is a Certified Financial Planner (CFP) and specializes in financial planning, retirement planning, and portfolio management. He is also a Registered Representative with the company and previously worked for Securian Financial Services, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Retirement plan advisory services & tax preparation services
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.
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CA
07/23/2024 - Present
EP Wealth Advisors (TORRANCE CA)
UT
11/24/2008 - 01/20/2012
SECURIAN FINANCIAL SERVICES, INC. (SALT LAKE CITY UT)
UT
07/20/2007 - 11/17/2008
BENEFICIAL INVESTMENT SERVICES, INC. (OREM UT)
UT
03/19/2007 - 08/09/2007
EQUITY SERVICES, INC. (OREM UT)
UT
07/04/2005 - 02/21/2007
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 04/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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