ADVISOR BIO

Richard Sinderbrand is a financial advisor with Edward Jones in Westlake Village, California. Richard has been in the financial industry since 2004. Richard holds the Series 7, SIE, and Series 66 licenses. Richard previously worked at Pruco Securities, LLC., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, and UBS Financial Services Inc. Richard provides portfolio management for individuals and businesses, as well as financial planning and pension consulting.

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ADVISOR BIO

Richard Davis Perdue is a financial advisor with Wells Fargo Clearing Services, LLC. Richard has over 11 years of experience in the financial services industry. Richard has a Series 6, Series 63, and SIE licenses. Richard is registered to provide investment advice in California. Richard's previous experience includes working for PFS INVESTMENTS INC..

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ADVISOR BIO

Richard Perlman is a financial advisor with over 30 years of experience in the financial services industry. Richard has worked at Morgan Stanley since 2010. Prior to that, Richard was with CHARLES SCHWAB & CO., INC. Richard has a wide range of experience in the financial services industry and is committed to providing personalized financial advice to help clients achieve their financial goals. Richard is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Richard Schuette is a financial advisor with Avalan, LLC, located in Santa Barbara, CA. Richard Schuette has been in the industry for over two decades, serving a diverse clientele that includes high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Richard holds various professional designations, including the Certified Financial Planner designation, and is a registered Investment Advisor in California and Washington. Richard's approach to financial planning is personalized and comprehensive, with services ranging from investment management to educational seminars. Richard's career spans several prominent firms including Girard Securities, Inc., Westminster Financial Securities, Inc., Gold Coast Securities, Inc., London Pacific Securities, Inc., and Royal Alliance Associates, Inc.

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ADVISOR BIO

Richard Kingsland Palmer is a financial advisor at Morgan Stanley. Richard has been in the financial industry since 1994 and has been registered with Morgan Stanley since 2009. Richard is licensed in 40 states and has a Series 7, SIE, and Series 66 license. Richard has been with Morgan Stanley since 2009, and previously worked for Morgan Stanley & Co. Incorporated. Richard is currently registered with FINRA and has a total of 44 registered states. Richard works with individual investors, businesses, high-net-worth individuals, charitable organizations, corporations, and investment companies. Richard's firm provides a variety of financial services, including financial planning, asset allocation advice, and portfolio management. Richard's firm manages over $1.4 trillion in assets for its clients.

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ADVISOR BIO

Richard Racofsky is a financial advisor at Morgan Stanley, based in Newport Beach, California. Richard has been in the financial services industry since 2017. Richard is registered with the state of California and Texas and holds several licenses and certifications including Series 6, 7, 63, and 65 licenses. Prior to joining Morgan Stanley, Richard worked at Pruco Securities, LLC. Richard has experience in financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Richard Andrew Smyth is a financial advisor registered with Aionios Capital Partners, LLC. Richard has over 30 years of experience in the financial industry. Richard currently works as an adjunct professor teaching investment analysis, portfolio management, and derivatives. Richard also provides financial planning, family office services, and selection of other advisors for individual clients.

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ADVISOR BIO

Richard Bryan Pitt is a financial advisor in Petaluma, CA, who has been in the industry since July 1995. Richard is currently registered with Ameriprise Financial Services, LLC and has been with the firm since March 2020. Richard's experience includes time with IDS Life Insurance Company and WMA Securities, Inc. Richard is also a registered insurance agent. Richard holds a Series 6, 7 and 63 license and SIE exam. Richard offers investment advice to individual and business clients, including retirement planning, estate planning, and insurance.

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ADVISOR BIO

Richard Allen Hugh is a financial advisor in Pasadena, CA. Richard Hugh has been in the financial services industry since November 7, 1994. Richard Hugh has a Series 7 and Series 63 registration. Currently, Richard Hugh is registered with Western International Securities, Inc.. Prior to that, Richard Hugh was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Richard Hugh provides financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Richard Marcellin is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with approximately $10 billion to $50 billion in assets under management. Richard has been in the industry since 2000 and has been registered with the firm since January 2000. Richard is licensed to provide investment advice in Arizona, California, Colorado, Connecticut, Delaware, Florida, Hawaii, Indiana, Maine, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.

SPECIALIZATIONS