ADVISOR BIO

Richard Ginel is an Investment Advisor Representative with Sageview Advisory Group, LLC. Richard has been in the industry since 2006 and holds the Series 66, Series 7, and SIE licenses. Richard has been associated with Sageview Advisory Group, LLC since 2013. Richard also worked at Cetera Advisor Networks LLC and USI Securities, Inc. in the past. Richard specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Richard Scott Marcoux is a registered investment advisor representative with Atlas Financial Advisors, Inc. Richard has been in the industry for over 14 years and has a Series 6, Series 63, and Series 65 license. Richard is a financial advisor who helps individuals, families, and businesses achieve their financial goals. He provides comprehensive financial planning services, including retirement planning, college savings, insurance planning, and estate planning. He also offers investment management services, including portfolio management and asset allocation. Richard is committed to providing his clients with personalized service and tailored financial advice.

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ADVISOR BIO

Richard Willis Kite is an active investment advisor with over 40 years of experience in the financial industry. Richard has held various roles at several financial institutions, including Morgan Stanley DW Inc., PaineWebber Incorporated and UBS Financial Services Inc. Richard is currently registered with the state of California and is a principal at UBS Financial Services Inc. Richard offers a range of advisory services, including portfolio management, financial planning and educational seminars. Richard is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Richard Duby is a financial advisor who has been in the industry since 1998. Richard is currently registered with LPL Financial LLC and has been with the firm since 2004. Richard's previous experience includes working with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, PIM Financial Services, Inc., and Quest Capital Strategies, Inc. Richard is registered in 17 states as a broker and investment advisor. Richard offers a variety of services including financial planning, pension consulting, educational seminars, and portfolio management.

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ADVISOR BIO

Richard Newman is a financial advisor with over 30 years of experience in the industry. Richard is currently registered with Morgan Stanley in Newport Beach, California. Richard has previously worked at a number of other firms, including Citigroup Global Markets Inc., Prudential Securities Incorporated, and Oppenheimer & Co., Inc.

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ADVISOR BIO

Richard Lee Nelson is a financial advisor in REDLANDS, CA. Richard has been in the industry since 1985 and is currently registered with Stifel, Nicolaus & Company, Inc.. Richard has a wide range of experience and expertise in the financial industry, including portfolio management, financial planning, pension consulting and educational seminars. Richard has a proven track record of success in helping clients achieve their financial goals. Prior to joining Stifel, Nicolaus & Company, Inc. Richard was employed by Morgan Stanley.

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ADVISOR BIO

Richard Rodriguez is a financial advisor with over 12 years of experience in the industry. Richard is currently registered with Stratos Wealth Partners, Ltd. Richard holds the Series 66, Series 7, and SIE licenses. Richard also holds the Certified Financial Planner designation. Richard has previously worked with OSAIC WEALTH, INC., MML INVESTORS SERVICES, LLC and MSI FINANCIAL SERVICES, INC. Richard's clients include high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations, insurance companies, banking or thrift institutions, and pension and profit-sharing plans. Richard offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, pension consulting, selection of other advisors, and educational seminars.

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ADVISOR BIO

Richard Graue is an investment advisor representative associated with Wells Fargo Clearing Services, LLC, in Sacramento, CA. Richard has been in the industry since 1996. He is registered with FINRA and has a Series 7, Series 31, and Series 63 license. Richard has a diverse background in providing investment advice and consulting services to individuals, institutions, and businesses. His specializations include investment consulting, financial planning, and portfolio management. He is also a registered Investment Advisor Representative in Texas.

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ADVISOR BIO

Richard Friedland is an investment advisor representative at Moss Adams Wealth Advisors LLC. Richard has been in the industry since 2009 and holds the Series 7, Series 63, and Series 66 licenses. Richard has a background in financial planning and portfolio management. Richard has experience working with a variety of clients, including individuals, corporations, and institutions. Richard is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Richard Jeffery Riegle is a financial advisor at Edward Jones. Richard has been in the financial services industry since May 14, 2013 and has a state exam in Series 66 and holds licenses in various states. Richard is also a Certified Financial Planner. Richard is committed to providing personalized financial advice and guidance to help clients reach their financial goals.

SPECIALIZATIONS