Richard Gagne, financial advisor Beaumont TX

Richard Gagne

CRD Number: 1025516
Current Firm: Commonwealth Financial Network

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.

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Professional Designations
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
Contact Info for Richard A. Gagne
Phone Number: 781-736-0700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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