Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bird has been in the financial industry since 1994. Richard is a Chartered Financial Consultant. Richard currently works at J. W. Cole Advisors, Inc. Richard has previously worked at G.F. INVESTMENT SERVICES, LLC, BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC., SECURITIES AMERICA, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Richard holds Series 63, 65, 7 and 24 licenses. Richard's primary focus is providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Richard also provides consulting services on an hourly or fixed fee basis.
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.
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.
Hourly & fixed rate consulting
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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2
UT
04/18/2019 - Present
J. W. Cole Advisors, Inc. (Springville UT)
UT
01/03/2018 - 04/18/2019
G.F. INVESTMENT SERVICES, LLC (Springville UT)
UT
05/08/2012 - 12/31/2017
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Springville UT)
NE
08/01/2003 - 09/09/2005
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
09/02/1994 - 05/08/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/02/1994 - 05/08/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/04/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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