Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Williamson is a financial professional with over 20 years of experience in the financial services industry. Richard is currently registered with Tucker Asset Management LLC as an Investment Advisor Representative and has been with the firm since September 2021. Previously, Richard worked for LaSalle St Securities, L.L.C., Girard Securities, Inc., BBVA Compass Investment Solutions, Inc., and NYLIFE Securities Inc. Richard holds the Series 6, Series 63, and Series 65 securities licenses, along with the SIE exam. Richard is a specialist in retirement planning, portfolio management, and selection of other financial advisors. Richard Williamson is dedicated to helping 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
1
2
TX
09/24/2021 - Present
Tucker Asset Management LLC (Richardson TX)
TX
10/24/2014 - 12/31/2017
LASALLE ST SECURITIES, L.L.C. (Richardson TX)
TX
02/29/2012 - 10/13/2014
GIRARD SECURITIES, INC. (MCKINNEY TX)
TX
02/11/2004 - 02/24/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (MURPHY TX)
NY
11/13/2002 - 12/17/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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