ADVISOR BIO

Richard McCallister is a financial advisor with over 30 years of experience in the industry. Richard currently works for Planmember Securities Corp. and is registered as a Registered Representative in 19 states. Richard's experience includes positions at several other firms including Royal Alliance Associates, Inc. and American Express Financial Advisors Inc. Richard holds Series 7 and Series 63 securities licenses as well as the SIE exam.

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ADVISOR BIO

Richard Graham is an investment advisor representative with Wedbush Securities Inc.. Richard has been in the industry for over 30 years and is registered in 24 states. Richard is a Series 7, Series 63, and Series 65 licensed professional and also has earned the Securities Industry Essentials (SIE) certification.

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ADVISOR BIO

Richard Plum is a financial advisor at LPL Financial LLC in San Diego, California. He has been a financial advisor since 1989. Richard offers financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.

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ADVISOR BIO

Richard Rappaport is an investment advisor representative with Westpark Capital, Inc. Richard has been in the securities industry since 1989 and has been registered with Westpark Capital, Inc. since 2025. Richard is also a director of Skechers USA, Inc., a registered agent and manager of Century Acquisitions, LLC, and a consultant for Star Wealth Advisors. Richard holds Series 7, 24, 55, 57TO, 79TO, 99TO, and 63 licenses.

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ADVISOR BIO

Richard Eugene Borish is a financial advisor registered with Wells Fargo Clearing Services, LLC, operating out of the PALM DESERT, CA branch office. Richard has been in the industry since 1991 and holds a variety of licenses, including Series 7, 31, and 65. He has experience working with a wide range of clients, including individuals, corporations, and institutions. Richard has a proven track record of providing clients with customized investment advice and portfolio management services.

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ADVISOR BIO

Richard J. Tico is a financial advisor with over 25 years of experience in the industry. Richard has a diverse background in financial services, having worked at several firms including Salomon Smith Barney Inc., Nomura Securities International, Inc., and Streamline Capital Corporation. Richard is currently registered with J.P. Morgan Securities LLC. Richard provides financial advice to a variety of clients, including high-net-worth individuals, corporations, and institutions.

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ADVISOR BIO

Richard Moon is an Investment Advisor Representative with Ascendant Capital Management. Richard has been in the securities industry for over 10 years and has earned the Series 65 license. Richard specializes in providing financial planning and portfolio management for individuals and businesses. Richard is also licensed as an insurance agent and an accountant.

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ADVISOR BIO

Richard Kim is a financial advisor with over 18 years of experience in the industry. Richard is currently registered with J.P. Morgan Securities LLC and holds licenses for both securities and investment advisory services. Before joining J.P. Morgan Securities LLC, Richard worked at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Richard's prior experience also includes roles at Banc of America Investment Services, Inc. Richard is a dedicated professional committed to providing financial advice and guidance to clients.

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ADVISOR BIO

Richard Boden is a financial advisor at Morgan Stanley. Richard has been in the industry since 1999. Richard has held previous roles at TD Ameritrade, Inc., Citigroup Global Markets Inc., and CitiCorp Investment Services. Richard specializes in Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Businesses, selection of other advisors, educational seminars, and financial planning. Richard has offices in Palo Alto and San Ramon.

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ADVISOR BIO

Richard William Holmes is a financial advisor registered with Transamerica Financial Advisors, Inc. and has been in the industry since April 20, 1995. Richard is licensed to provide investment advice in California. Richard has held previous positions with World Group Securities, Inc. and WMA Securities, Inc. Richard is licensed to provide investment advice and insurance products and has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations.

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