Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Scott Callison is a financial professional with over 30 years of experience in the securities industry. Richard is currently registered with Virtue Capital Management, LLC and has been with the firm since 2019. Richard specializes in providing financial planning and portfolio management services to individuals, corporations and high-net-worth clients. Richard is also a licensed insurance agent and offers life, group health and accident insurance products.
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.
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.
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2
TN
08/09/2019 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
NJ
04/30/2020 - 11/04/2022
LIFEMARK SECURITIES CORP. (Warren NJ)
FL
10/04/2017 - 04/30/2018
TRIBAL CAPITAL MARKETS, LLC (BRANDENTON FL)
NY
06/03/2015 - 09/12/2016
LPS PARTNERS INC. (NEW YORK NY)
NY
09/22/2008 - 03/08/2013
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
02/22/1988 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/03/1986 - 01/12/1988
THE DREYFUS SERVICE CORPORATION
NA
07/23/1986 - 10/23/1986
BROKERS SECURITIES, INC.
IA
Issued 04/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 04/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/25/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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