Richard Pearson (CRD# 1276044) is an Investment Advisor Representative working at Value View Financial Corp. in West Palm Beach, FL and has over 19 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Palm Beach Atlantic University | West Palm Beach, FL | Aug 2018 - Current | 5 |
| Value View Financial Corp. | West Palm Beach, FL | Jan 1999 - Current | 25 |
| Anderson University | Anderson, SC | Jan 2018 - Jul 2018 | < 1 |
| Oklahoma Baptist University | Shawnee, OK | Aug 2016 - May 2018 | 1 |
| Charleston Southern University | Charleston, SC | Aug 2009 - May 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2004 |
- FL
- OH
- SC
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$119,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, OH, SC
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