Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Richardson is a financial advisor who has been in the industry since 1994. Robert has a strong background in financial planning, portfolio management, and investment advisory services. Robert currently works at Captrust. Prior to that, Robert worked at SECURITIES SERVICE NETWORK, INC. and THE O.N. EQUITY SALES COMPANY. Robert holds the Series 7, 6, 63, 65 and 24 licenses.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
08/22/2022 - Present
Captrust (Wichita KS)
TN
05/24/2000 - 09/21/2001
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
OH
08/02/1994 - 05/18/2000
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IA
Issued 03/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 05/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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