Richard McCool, financial advisor Pensacola FL
96 score

Richard McCool

CRD Number: 4539510
Current Firm: Park Avenue Securities LLC

Richard McCool (CRD# 4539510) is an Investment Advisor Representative working at Park Avenue Securities LLC in Pensacola, FL and has over 14 years of experience in the finance industry. Richard McCool 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
Guardian Life Insurance Company Pensacola, FL May 2002 - Current 14
Park Avenue Securities Pensacola, FL May 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Richard C. McCool
Phone Number: 1-888-600-4667
Registered State(s):
  • AL
  • AK
  • CO
  • DE
  • IN
  • MD
  • NC
  • PA
  • TX
  • WI
  • VA
  • CA
  • FL
  • MS
  • MO
  • NV
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, 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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