Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Wyman Howells is a financial advisor with Kestra Private Wealth Services, LLC in Boerne, Texas. He is registered to provide investment advice in 14 states. Richard Wyman Howells has 19 years of experience in the financial services industry and has been associated with Edward Jones, Ameriprise Financial Services, Inc., and Raymond James & Associates, Inc. in the past. Richard Wyman Howells is a licensed securities agent in the state of Texas.
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.
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.
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
TX
08/31/2022 - Present
Kestra Private Wealth Services, LLC (Boerne TX)
TX
07/16/2018 - 09/13/2022
RAYMOND JAMES & ASSOCIATES, INC. (BOERNE TX)
TX
03/24/2016 - 07/20/2018
AMERIPRISE FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
TX
03/05/2003 - 03/28/2016
EDWARD JONES (HELOTES TX)
BOTH
Issued 01/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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