Richard Halliburton (CRD# 5073907) is an Investment Advisor Representative working at Tradition Investment Management, LLC in Kingsport, TN and has over 18 years of experience in the finance industry.
CRD# 2842154
On Investment Management Co
CRD# 1428498
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4342165
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insulet Corporation | Acton, MA | Jan 2024 - Current | < 1 |
| Tradition Investment Management, LLC | Santa Rosa Beach, FL | Jun 2023 - Current | < 1 |
| Sa Stone Wealth Management Inc. | Birmingham, AL | Dec 2019 - Current | 4 |
| Richard H Halliburton Insurance | Kingsport, TN | Jan 2010 - Current | 14 |
| Us Army Reserves | Fort Mcnair, DC | Jun 1993 - Jun 2023 | 30 |
| Pharmaceutical Sales | Wilmington, DE | Nov 2015 - Jul 2022 | 6 |
| Quest Capital Strategies, Inc. | Lake Forest, CA | Jan 2014 - Dec 2019 | 5 |
| Endo Pharmacetuticals | Kingsport, TN | Nov 2011 - Feb 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2006 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- TN
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts83ACCOUNTS
-
Average Account Value$108,265
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, TN
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