ADVISOR BIO

Richard Jeffrey Thomas is a financial advisor with Perigon Wealth Management, LLC. Richard Thomas has been in the financial services industry since 1994. Richard Thomas has a wide range of experience, including working with individuals, families, businesses, and institutions. Richard Thomas has specialized in financial planning, investment management, retirement planning, and estate planning. Richard Thomas has a strong commitment to providing his clients with personalized financial advice and services. Richard Thomas holds the Series 6, Series 63, and Series 65 licenses. Richard Thomas is also a Certified Financial Planner and a Chartered Financial Consultant. Richard Thomas is committed to helping his clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Richard Petrie is an investment advisor representative registered with RBC Capital Markets, LLC. Richard has been in the securities industry since April 17, 2008. Richard is registered with the state of California and Texas. Before joining RBC Capital Markets, LLC., Richard was employed by Merrill Lynch. Richard specializes in providing investment advice to insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Richard Halloran is a financial professional with over 20 years of experience in the industry. Richard is a registered representative with MML Investors Services, LLC, and is licensed to provide investment advice in California. Richard is a Series 6, 26, 52, 53, and 63 licensed professional. Richard specializes in providing financial planning, portfolio management, and pension consulting services to individual clients, corporations, and businesses. Richard provides advisory services for both high net worth individuals and corporations. Richard's primary office is located in Beverly Hills, California.

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ADVISOR BIO

Richard Green is a financial advisor registered with Morgan Stanley. Richard has been working in the financial industry since 2004 and has been registered with Morgan Stanley since 2021. Richard is licensed to provide advisory services in 26 states. Richard also has a background with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. In addition to his financial advisory work, Richard is also a property owner in California and provides property management services.

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ADVISOR BIO

Richard Alan Brende is a financial advisor with Ameriprise Financial Services, LLC based in Los Angeles, CA. Richard has been in the financial services industry since 2002 and is registered with the state of California and Texas as an investment advisor representative. Prior to joining Ameriprise Financial, Richard worked with IDS LIFE INSURANCE COMPANY in Minneapolis, MN. Richard specializes in providing investment advice and financial planning for individuals, businesses, and trusts/estates.

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ADVISOR BIO

Richard Kaplan is a financial professional with over 30 years of experience in the industry. Richard is currently registered with Keefer Pension Consulting, Inc. Richard has been a part of the firm since 2012. Richard has a deep understanding of investment strategies and provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.

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ADVISOR BIO

Richard Alan Rouse is an Investment Advisor Representative with Calton & Associates, Inc. based in Folsom, CA. Richard has been in the industry since June 2015 and holds the Series 66, Series 7 and SIE licenses. Richard's primary focus is on helping individuals, families and small businesses achieve their financial goals through comprehensive financial planning and portfolio management.

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ADVISOR BIO

Richard Gilliland is a financial advisor with Western International Securities, Inc. Richard has been in the securities industry since 1984. Richard is registered to provide investment advice in Arizona, California, and Idaho. Richard holds the Series 7, Series 24, Series 63, and Series 65 licenses. Richard also holds the Certified Financial Planner designation.

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ADVISOR BIO

Richard Palmer is an Investment Advisor Representative with LPL Financial LLC, a firm based in Fort Mill, SC. Richard Palmer is registered with the state of California. Richard Palmer has been in the financial industry for more than 6 years. Prior to joining LPL Financial LLC, Richard Palmer was employed with Ark-La-Tex Financial Services, LLC, Watermark Capital, Inc., San Diego Funding, Finance of America, and Podium Mortgage Capital LLC.

SPECIALIZATIONS

ADVISOR BIO

Richard Bologna is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Richard has been in the financial services industry since December 2009 and is licensed to provide financial advice in 20 states. Richard has passed the Series 6, 7, 63 and 65 exams.

SPECIALIZATIONS