Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Cash is an Investment Advisor Representative registered with Onedigital Investment Advisors in Georgia. Richard has been active in the financial industry since 2011, working for companies such as State Farm Insurance, Associated Credit Union, Davis Engineering & Surveying, and Cumming Liquors. Richard holds a Series 65 license and is currently working at the Atlanta, GA branch of Onedigital Investment Advisors. Richard is licensed to provide financial advice to clients in Georgia. Richard is specialized in advising individuals, businesses, pooled investment vehicles, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Richard is a licensed Investment Advisor Representative and can help you with financial planning, pension consulting, selection of other advisors, and portfolio management.
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
GA
08/20/2024 - Present
Onedigital Investment Advisors (Atlanta GA)
IA
Issued 06/10/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Richard Cash is the right advisor for you? Invested Better is here to help.
