Richard Gagne (CRD# 1025516) is an Investment Advisor Representative working at Commonwealth Financial Network in Beaumont, TX and has over 41 years of experience in the finance industry.
CRD# 5361355
Stifel, Nicolaus & Company, Incorporated
CRD# 2039337
Primerica Advisors
CRD# 5908228
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Commonwealth Financial Network | San Diego, CA | Jan 2024 - Current | < 1 |
Richard Gagne & Associates | Beaumont, TX | Jan 2024 - Current | < 1 |
Richard A. Gagne, Clu, Chfc | Beaumont, TX | Apr 2017 - Current | 6 |
Richard Gagne & Associates | Beaumont, TX | Aug 1973 - Current | 50 |
Raymond James Financial Services Advisors Inc. | Beaumont, TX | May 2017 - Jan 2024 | 6 |
Raymond James Financial Services, Inc. | Beaumont, TX | Apr 2017 - Jan 2024 | 6 |
Lexaurum Advisors, LLC | Overland Park, KS | Aug 2016 - Apr 2017 | < 1 |
Vsr Advisory Services | Overland Park, KS | Aug 2007 - Aug 2016 | 9 |
Vsr Financial Services Inc. | Beaumont, TX | Oct 2004 - Aug 2016 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1982 |
S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- TX
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Total Assets Under Management146,387MILLIONS
-
Total Number of Accounts585,629ACCOUNTS
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Average Account Value$249,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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