Richard Clements, financial advisor Lake Charles LA
96 score

Richard Clements

CRD Number: 4561491
Current Firm: Raymond James Financial Services Advisors, Inc.

Richard Clements (CRD# 4561491) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Charles, LA and has over 14 years of experience in the finance industry. Richard Clements has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Clements Commercial Property, LLC Lake Charles, LA Apr 2014 - Current 2
Rdcjr LLC Lake Charles, LA Jan 2014 - Current 2
Raymond James Financial Services Advisors Inc. Lake Charles, LA Sep 2012 - Current 4
Raymond James Financial Services, Inc. Lake Charles, LA Sep 2012 - Current 4
Bank Of America, Na Lake Charles, LA Dec 2009 - Sep 2012 2
Merrill Lynch, Pierce, Fenner & Smith Inc. Lake Charles, LA Jul 2002 - Sep 2012 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Richard D. Clements
Phone Number: 727-567-5877
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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