Richard ClouseCRD Number: 1219312
Current Firm: Kestra Advisory Services, LLC
Richard Clouse (CRD# 1219312) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Westerville, OH and has over 32 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||1|
|Clouse & Associates||Columbus, OH||Jun 1972 - Current||45|
|Nfp Securities, Inc.||Austin, TX||Sep 1999 - Apr 2016||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
Total Assets Under Management16,009MILLIONS
Total Number of Accounts63,471ACCOUNTS
Average Account Value$252,225
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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