Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Blackwell is a financial advisor with over 19 years of experience in the industry. Richard is currently registered with Rockefeller Financial LLC and holds licenses in multiple states. In addition to Richard's registration with Rockefeller Financial LLC, Richard also has previous experience with Scott & Stringfellow, LLC, BB&T Securities, LLC, and Truist Investment Services, Inc.. Richard has extensive experience in financial planning, portfolio management, and pension consulting. Richard is committed to providing personalized financial advice to help 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.
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VA
02/01/2024 - Present
Rockefeller Financial LLC (Richmond VA)
VA
12/10/2019 - 02/05/2024
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
02/23/2005 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
BOTH
Issued 03/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 02/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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