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50,030 Results
Unclaimed

Russell Investments Implementation Services, LLC

location

SEATTLE, WA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Richard Palmer is an Investment Advisor Representative with Russell Investments Implementation Services, Llc. Richard has been in the industry since January 8, 2020. Richard is a registered representative with FINRA and holds the Series 7TO and SIE licenses. Richard's primary areas of expertise include Portfolio Management for Businesses and Portfolio Management for Pooled Investment Vehicles. Richard is based out of the Seattle, WA office.

SPECIALIZATIONS

Portfolio Management for Businesses
EXECUTION SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Blackrock Investment Management, LLC

location

Chicago, IL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Richard Dennis Kozlowski is an investment advisor representative and registered principal with Blackrock Investment Management, LLC, in Chicago, Illinois. Richard has been in the securities industry since 1994 and has a wide range of experience in financial services. Richard specializes in providing financial advice to high net worth individuals, corporations, and other institutional clients. He has a strong background in portfolio management and has a proven track record of success. Richard is a dedicated and experienced investment advisor who is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Capital Management Advisors LP

location

HOUSTON, TX

0 Disclosures

ADVISOR BIO

Richard Randall Rainey is a financial advisor at Capital Management Advisors LP, a firm specializing in providing comprehensive wealth management services to high-net-worth individuals and pooled investment vehicles. Richard has been with Capital Management Advisors LP since March 2005, where he serves as founder and CEO. Richard also holds the position of founder and CEO at Capital Management Advisors GP, LLC, the general partner of the limited partnership. Richard holds both Series 65 and Series 63 licenses and has a history of experience in the financial industry. He is also a registered investment advisor in Texas. Richard is a valuable asset to the Capital Management Advisors LP team, bringing extensive knowledge and experience to their clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Victory Capital Management Inc.

location

SAN ANTONIO, TX

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Richard Edgett is an investment advisor representative with Victory Capital Management Inc. Richard has been in the financial services industry for over 10 years and has experience in providing investment advice to a variety of clients, including individuals, corporations, and institutions. Richard is registered with the state of Texas. Richard has experience in providing investment advice in areas such as stocks, bonds, mutual funds, and exchange-traded funds. Richard is also a Registered Representative and has obtained his Series 7, 66, and SIE licenses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIOS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Gullane Capital, LLC

location

MEMPHIS, TN

0 Disclosures

ADVISOR BIO

Richard Miller is an Investment Advisor Representative with Gullane Capital, LLC. Richard has been in the industry since 2002. Richard holds Series 7 and Series 65 licenses and is registered to provide Investment Advisory services in Florida and Tennessee. Richard is also the owner of Vulcan Lending I, LLC.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

SOUTHFIELD, MI

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Richard Ross Williams is a financial advisor with Stifel, Nicolaus & Company, Inc., headquartered in Southfield, MI. Richard has over 12 years of experience in the financial services industry. Richard is registered with FINRA and is also a licensed investment advisor representative in Michigan. He is also registered as an investment advisor representative in Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Creative Planning | CFA ® (Certifications)

location

SOUTH LYON, MI

0 Disclosures

ADVISOR BIO

Richard Foytek is an Investment Advisor Representative at Creative Planning. Richard is registered with the state of Michigan and Texas. Richard has been in the industry for 16 years. Richard is a Chartered Financial Analyst. Richard is an experienced financial advisor specializing in providing financial planning services to individuals, families, and businesses. Richard provides services such as financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors. Richard is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

FORT WORTH, TX

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Richard Petty is a financial advisor at RBC Capital Markets, LLC. Richard has been in the industry since 2013. Richard is registered with the state of Texas and is also a registered representative with FINRA. Richard holds Series 66, SIE, and Series 7 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Richard Haller Skeppstrom is a registered investment advisor representative with Brockenbrough. Richard has been in the industry since 1993 and has passed the Series 7, 63, and 65 exams. Richard has previously worked at Evergreen Investment Services, Inc., First Union Securities, Inc., and First Union Capital Markets Corp. Richard is also a member of the VCU Engineering School Investment Committee.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Akre Capital Management, LLC

location

MIDDLEBURG, VA

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Richard Devon Ramirez is a Managing Director, Institutional Fund Distribution at Akre Capital Management, LLC. Richard is registered with FINRA and has been in the securities industry since 2007. Prior to joining Akre Capital Management, Richard worked at Morgan Stanley Smith Barney, Profunds Distributors, Inc. and Columbia Management Distributors, Inc. Richard is a Series 7 and Series 66 licensed representative.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles

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