Richard WilsonCRD Number: 3056011
Current Firm: Umpqua Investments, Inc.
Richard Wilson (CRD# 3056011) is an Investment Advisor Representative working at Umpqua Investments, Inc. in Kennewick, WA and has over 18 years of experience in the finance industry.
D.a. Davidson & Company
Valic Financial Advisors, Inc.
|Umpqua Investments, Inc.||Richland, OR||Apr 2015 - Current||1|
|U.s. Bancorp Investments, Inc.||Richland, WA||Mar 2012 - Mar 2015||3|
|Gesa Credit Union||Richland, WA||Sep 2010 - Mar 2012||1|
|Lpl Financial||Charlotte, NC||Sep 2010 - Mar 2012||1|
|Cuso Financial Services, LP||San Diego, CA||Oct 2009 - Sep 2010||< 1|
|Linsco/private Ledger Corp.||Missoula, MT||Jul 2007 - Oct 2009||2|
|Wells Fargo Investments, LLC||Missoula, MT||Jun 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
Total Assets Under Management543MILLIONS
Total Number of Accounts2,318ACCOUNTS
Average Account Value$234,062
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TX, UT, VA, WA, WI
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