ADVISOR BIO

Richard Hogan is a financial advisor with Avantax Advisory Services. Richard has been in the financial services industry since July 28, 2008. Richard is registered with the state of Virginia as an Investment Advisor Representative (IAR). Richard has a Series 66, Series 7 and SIE license and holds a Certified Financial Planner designation. Richard has experience working with individuals, high-net-worth individuals, corporations, and pension plans.

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ADVISOR BIO

Richard Edward Kegley is an Investment Advisor Representative associated with Raymond James Financial Services Advisors, Inc. Richard is licensed in Virginia. Richard has been in the industry for a number of years. Previously Richard was associated with RAYMOND JAMES FINANCIAL SERVICES, INC. and WELLS FARGO CLEARING SERVICES, LLC. Richard has passed the Series 66, Series 7TO and SIE exams. Richard is a Registered Representative with the firm.

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ADVISOR BIO

Richard Stanley Carroll is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Richard Carroll has been working in the financial services industry since 2019. Richard Stanley Carroll holds licenses for securities and investment advisory services, including the Series 7TO, Series 66, and SIE exams.

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ADVISOR BIO

Richard Lee Clary is a financial advisor registered with LPL Financial LLC. Richard has been in the industry since November 2002 and has a wide range of experience serving individuals, families, and businesses. Richard is also registered with several other firms, including Ameriprise Financial Services, Inc. and UBS Financial Services Inc. Richard is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Richard Albert Crittenden is a financial professional with over 35 years of experience in the securities industry. Richard is currently registered with Janney Montgomery Scott LLC and holds a variety of licenses and registrations including Series 7, Series 31, Series 63, Series 65 and SIE. Richard has held previous positions at CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED, and LEGG MASON MASTEN INC. Richard's professional experience spans across a wide range of financial services, including investment advisory, brokerage, and wealth management.

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ADVISOR BIO

Richard Vernon is an Investment Advisor Representative associated with Vernon Management Group, Inc., a firm headquartered in Richmond, VA. Richard has been in the financial services industry since September 2020 and holds a Series 65 license. Richard has expertise in portfolio management for individuals and financial planning. He specializes in helping clients with their retirement planning and investment strategies. The firm has a team of experienced professionals who are committed to providing their clients with personalized service and guidance. The firm is licensed to operate in Virginia and has a primary branch office located at 3200 Lauderdale Road, Suite 103, Richmond, VA. In addition to his role at Vernon Management Group, Inc. Richard also owns a business called Blue Sky Life & Annuities, which provides life insurance and fixed annuities. The firm works with individual clients, including both high net worth individuals and individuals other than high net worth. They offer a variety of investment advisory services, including portfolio management, financial planning, and educational seminars.

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ADVISOR BIO

Richard Woodall is a financial advisor with over 40 years of experience in the industry. Richard is currently registered with Financial Security Advisory Inc. and has been with the firm since 1997. Richard is a Vice President at Financial Security Group, Inc., where Richard provides life and health insurance sales and financial advisory services. Richard is also a partner in DRS&T Family Limited Partnership, where Richard purchases and manages rentals of single-family homes. Richard is a Chartered Financial Consultant and holds Series 7, Series 63, Series 26, and Series 99TO licenses.

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ADVISOR BIO

Richard Jollon is a financial advisor at Morgan Stanley and has been in the industry since March 26, 2014. Richard is registered in 37 states and the District of Columbia, and has been with Morgan Stanley since January 2014. Richard holds the Series 7, 31 and 66 securities licenses. Richard also has a Series 31 Futures Managed Funds License. In addition to the securities license, Richard is also an Investment Adviser Representative in Texas and Virginia. Richard is a member of the Investment Committee at the Community Foundation for Loudoun and Northern Faquier Counties, which he has served on since August 2017.

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ADVISOR BIO

Richard Harrison is a financial advisor with Fidelity Personal and Workplace Advisors. Richard has been in the financial industry since 2008. Richard has a broad range of experience and is registered to offer investment advice in several states. Richard has a strong track record of providing financial planning and portfolio management services to clients.

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ADVISOR BIO

Richard Beale is a financial advisor with over 40 years of experience in the industry. Richard Beale is currently registered with Beale Healy Investment Advisors Inc. in Virginia and Texas. Richard Beale has experience working with individual investors and has a strong track record of providing financial planning and portfolio management services. Richard Beale is also a Chartered Financial Consultant.

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