Richard Godfrey (CRD# 2323709) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Midlothian, VA and has over 31 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Solutions, LLC | Midlothian, VA | May 2022 - Current | 1 |
| Steward Partners Global Advisory LLC | Midlothian, VA | Apr 2018 - Current | 6 |
| Steward Partners Investment Advisory, LLC | Midlothian, VA | Feb 2018 - Current | 6 |
| Raymond James Financial Services,inc | Midlothian, VA | Feb 2018 - May 2022 | 4 |
| Bank Of America, Na | Richmond, VA | Dec 2009 - Feb 2018 | 8 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond, VA | Feb 1993 - Feb 2018 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1993 |
| S65 | NASAA Investment Advisors Law Examination | May 1993 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- VA
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
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