Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard W. Stout is a financial advisor with over 20 years of experience in the industry. Richard is currently registered with Mercer Global Advisors Inc. and Benchmark Wealth Management, LLC. Richard has a strong track record of success in providing financial advice to individuals and families, focusing on retirement planning, investment management, and estate planning. Richard holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Richard is dedicated to providing his clients with personalized financial advice and helping them 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.
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.
Trust services, estate planning, tax return preparation, consultation
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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CT
09/17/2024 - Present
Mercer Global Advisors Inc. (Old Lyme CT)
CT
08/15/2007 - 02/02/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (OLD LYME CT)
CT
03/12/2002 - 09/06/2007
RBC DAIN RAUSCHER INC. (HARTFORD CT)
MA
01/18/2002 - 03/12/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
03/13/2000 - 01/28/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 03/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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