Richard SealCRD Number: 4618655
Current Firm: Bfc Planning, Inc.
Richard Seal (CRD# 4618655) is an Investment Advisor Representative working at Bfc Planning, Inc. in Provo, UT and has over 14 years of experience in the finance industry.
|Bfc Planning, Inc.||Marion, IA||Feb 2012 - Current||5|
|Berthel Fisher & Company Financial Services, Inc.||Provo, UT||Feb 2008 - Current||9|
|Shelton & Seal Wealth & Estate Management||Provo, UT||Jan 2008 - Aug 2009||1|
|Envision Lending Group LLC||South Jordan, UT||Nov 2007 - Mar 2009||1|
|Triple Nickel Investments||Spanish Fork, UT||May 2007 - Mar 2009||1|
|Sofa||Provo, UT||Sep 2008 - Nov 2008||< 1|
|Independent Financial Group||San Diego, CA||Nov 2006 - Jan 2008||1|
|Utah Financial||Midvale, UT||Jun 2006 - Dec 2007||1|
|National Association Of Financial & Estate Planning||Spanish Fork, UT||Mar 2006 - Dec 2007||1|
|First Finance||Spanish Fork, UT||Jun 2005 - Dec 2007||2|
|Berthel Fisher & Company Financial Services Inc.||Orem, UT||Jan 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2003|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
Total Assets Under Management226MILLIONS
Total Number of Accounts1,960ACCOUNTS
Average Account Value$115,102
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV
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