Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Magill is a financial advisor with over 30 years of experience. Richard is currently registered with Onedigital Investment Advisors and has been registered with other firms in the past. Richard provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Richard is also a Chartered Financial Consultant. Richard is committed to helping clients achieve their financial goals.
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.
1
2
KS
10/21/2020 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
FL
10/01/2020 - 08/23/2024
TRIAD ADVISORS LLC (Fort Lauderdale FL)
FL
11/03/2003 - 10/22/2020
AMERITAS INVESTMENT COMPANY, LLC (FT LAUDERDALE FL)
CO
11/27/2001 - 10/31/2003
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
MN
06/29/1989 - 12/05/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MA
03/31/1989 - 06/13/1989
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
01/25/1989 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION (NORTH PALM BEACH FL)
IA
Issued 11/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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