Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Jackson is a financial advisor with over 20 years of experience in the financial services industry. Richard has a strong background in providing investment advice to individuals, families, and charitable organizations. Richard is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses. Richard is currently affiliated with Turtle Creek Wealth Advisors, LLC. Prior to joining Turtle Creek Wealth Advisors, Richard was employed with KINGSWOOD CAPITAL PARTNERS, LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., and CLEARY GULL INC. Richard's areas of expertise include portfolio management, financial planning, and estate planning. Richard's goal is to help clients achieve their financial goals through sound investment strategies and personalized financial planning.
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.
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.
Estate planning and family governance
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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TX
03/02/2023 - Present
Turtle Creek Wealth Advisors, LLC (DALLAS TX)
TX
01/02/2019 - 06/24/2022
KINGSWOOD CAPITAL PARTNERS, LLC (Dallas TX)
TX
02/21/2017 - 12/31/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (Dallas TX)
WI
04/08/2005 - 07/18/2007
CLEARY GULL INC. (MILWAUKEE WI)
RI
12/11/1996 - 03/16/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 03/27/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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