About My Practice
Being a Financial Advisor with Wilbanks Securities encourages me to provide objective advice to my clients. My mission is to put my clients’ interests first and live by the Wilbanks Code of Ethics.
Experience
Rich has a Masters of Business Administration (MBA) from DeVry University. He is a former military officer having serving proudly in the US Army. He currently holds the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards, Inc. He has completed the FINRA Series 6,7 and 66, along with the Florida Life, Health & Variable Annuities License.
He is happily married to his wife Sandy with a 18 year old daughter Mina.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 66
Insurance Licenses
Life insurance: FL, Health/disability insurance: FL, Property/casualty: FL, Fixed annuities: FL, Variable annuities: FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA
Broker-Dealer Affiliation
Wilbanks Securites, Inc.
Broker-Dealer Disclaimer
Securities and Advisory services offered through Wilbanks Securites, Inc. Member FINRA/SIPC. A Registered Investment Advisor.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.
