ADVISOR BIO

Richard Harding has been in the financial industry since 2004. Richard is currently registered with Wells Fargo Clearing Services, LLC. Richard has experience with both Merrill Lynch and Citigroup Global Markets Inc. Richard has worked at multiple branch locations including, Mill Valley, CA, New York, NY, San Francisco, CA, and Corte Madera, CA. Richard is a Series 3, 7, 30, 63, and 65 licensed advisor. Richard is currently registered in 33 states. Richard has provided investment advice to a wide range of clients, including individuals, corporations, charitable organizations, and pension plans.

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ADVISOR BIO

Richard Bonge is a financial advisor affiliated with Ameriprise Financial Services, LLC. Richard has been in the financial services industry since 2014. Richard holds a Series 7, Series 66 and SIE license and is currently registered in Arizona and California. Ameriprise Financial Services, LLC is a large financial services firm with over 11,000 licensed agents and 13,000 registered representatives. The firm manages over $480 billion in assets and serves a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations and trusts.

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ADVISOR BIO

Richard Connett is a financial advisor with Integrity Wealth Partners, LLC. Richard has been in the financial services industry since 1995. Richard specializes in financial planning and portfolio management for individuals and businesses. Richard is a Certified Financial Planner and holds the Series 7, Series 31, Series 63, and Series 65 securities licenses. Richard has worked at several firms during their career including Ameriprise Financial Services, LLC, Ameriprise Advisor Services, Inc., and Morgan Stanley DW Inc. Richard is based in Walnut Creek, California.

SPECIALIZATIONS

ADVISOR BIO

Richard Linsday is a financial advisor with LPL Financial LLC. Richard has been in the financial services industry for over 38 years and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Richard holds several professional designations, including the Chartered Financial Consultant designation. He is also registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 63, Series 26, and Series 2 license. Richard is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. He offers a variety of financial services, including financial planning, investment management, and retirement planning.

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ADVISOR BIO

Richard West is a financial advisor with over 44 years of experience in the financial services industry. Richard is currently registered with Osaic Wealth, Inc. and is licensed in California and Illinois. Richard is also a Registered Representative of Osaic Wealth, Inc. Richard has experience in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Richard's background includes experience with Securities America, Inc., Foothill Securities, Inc., and the University of California. Richard has been serving clients in the Davis, CA area for over 40 years.

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ADVISOR BIO

Richard William Jackson is a financial advisor with Wells Fargo Clearing Services, LLC, a firm that has over $10 billion to $50 billion in assets under management. Richard is a Certified Financial Planner and has been in the industry since 1988. He is registered to provide investment advice in 18 states. Richard previously worked with Prudential Securities Incorporated, Dean Witter Reynolds Inc. and H.J. Meyers & Co., Inc..

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ADVISOR BIO

Richard Sullivan is a registered investment advisor representative with MML Investors Services, LLC. Richard has been in the financial services industry since 1982. Richard has a current registration with the state of California and is also registered in eight other states. Richard has passed the Series 6, Series 7, Series 22, and Series 66 exams. Richard is affiliated with MML Investors Services, LLC since 03/1996. Richard is also an insurance agent. Richard has been working for MML Investors Services, LLC for over 27 years.

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ADVISOR BIO

Richard Thomas Martell is an advisor with LPL Financial LLC. Richard is licensed in 20 states and has over 40 years of experience in the financial industry. He is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and has held the Series 63, 65, 7 and 24 securities licenses. Richard has previously worked with NATIONAL PLANNING CORPORATION, AIG FINANCIAL ADVISORS, INC., SUNAMERICA SECURITIES, INC., ANCHOR NATIONAL FINANCIAL SERVICES, INC., ROYAL ALLIANCE ASSOCIATES, INC., INTEGRATED RESOURCES EQUITY CORPORATION, CAL-CAP SECURITIES, INC., and SECURITY FIRST FINANCIAL, INC. He specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

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ADVISOR BIO

Richard Louis Martinez is a financial advisor with Morgan Stanley. Richard Martinez has over 36 years of experience in the financial services industry. Richard Martinez has licenses to offer securities and investment advice in multiple states. Richard Martinez's professional experience includes working with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Charles Schwab & Co., Inc., Morgan Stanley Dean Witter Online Inc., Thomas F. White & Co., Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company.

SPECIALIZATIONS

ADVISOR BIO

Richard Roy Goldberg is a financial advisor at Citigroup Global Markets Inc. Richard has been in the securities industry since 1995. Richard holds a Series 66 license, a Series 63 license, a Series 7 license and a SIE license. Richard is registered to provide investment advice in 18 states, including California, Arizona, Florida, Georgia, Idaho, Massachusetts, Minnesota, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Washington, and Wisconsin. Richard also has a past affiliation with CitiCorp Investment Services, Cal Fed Investments, Liberty Securities Corporation, and Essex National Securities, Inc. Richard specializes in portfolio management for individuals and businesses, financial planning, and asset allocation advice. Richard is committed to providing clients with personalized financial advice and helping them reach their financial goals.

SPECIALIZATIONS