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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Matcham is a financial advisor with United Capital Financial Advisors. Richard has over 20 years of experience in the financial services industry and has held various positions at different companies, including LPL Financial, Triad Advisors, IDS Life Insurance Company, and American Express Financial Advisors. Richard is licensed in California and has passed several industry exams including Series 7, Series 63, Series 66, and SIE. Richard specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations.
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.
Sub-adviser for other investment advisers
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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CA
08/16/2017 - Present
United Capital Financial Advisors (PALM DESERT CA)
CA
11/08/2012 - 06/22/2017
LPL FINANCIAL LLC (PALM DESERT CA)
CA
01/10/2005 - 08/31/2007
TRIAD ADVISORS, INC. (SAN JOSE CA)
MN
12/05/2002 - 07/22/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
12/13/2000 - 07/22/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 01/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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