Richard Wargo (CRD# 7290209) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gresham, OR and has 1 year of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
CRD# 6758430
Middleton & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services | Gresham, OR | Oct 2022 - Current | 1 |
| Raymond James Financial Services Advisors | Gresham, OR | Oct 2022 - Current | 1 |
| Onpoint Community Credit Union | Gresham, OR | Oct 2022 - Current | 1 |
| Onpoint Investment Services | Gresham, OR | Oct 2022 - Current | 1 |
| Mml Investors Services, LLC | Lake Oswego, OR | Sep 2020 - Oct 2022 | 2 |
| Massmutual Life Insurance Co | Lake Oswego, OR | May 2020 - Oct 2022 | 2 |
| Unemployed | Tigard, OR | Mar 2020 - May 2020 | < 1 |
| West Coast Event Production | Portland, OR | Aug 2019 - Mar 2020 | < 1 |
| 3-point Brand Management | Tigard, OR | Aug 2018 - Jul 2019 | < 1 |
| Infinity Impressions | Tualatin, OR | Jun 2016 - Jul 2018 | 2 |
| Clubsport Oregon | Tigard, OR | May 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OR
- TX
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Total Assets Under Management245,249MILLIONS
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Total Number of Accounts932,793ACCOUNTS
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Average Account Value$262,919
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
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