Richard Beaulieu, financial advisor Warwick RI

Richard Beaulieu

CRD Number: 1397175
Current Firm: Osaic Wealth, Inc.

Richard Beaulieu (CRD# 1397175) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 38 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc. Warwick, RI Nov 2018 - Current 5
Signator Investors, Inc. Boston, MA Sep 1985 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
S65 NASAA Investment Advisors Law Examination Jan 1995
Contact Info for Richard P. Beaulieu
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CA
  • CT
  • FL
  • MA
  • MT
  • NC
  • RI
  • TX
  • VT
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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
  • Pension consulting services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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