RB
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Richard Branchaud

21 Years of Experience
Bristol, CT

Richard Branchaud is a registered investment advisor at Your Choice Financial, LLC, based in Bristol, CT, with 21 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $730K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$733K

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Bristol, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Richard works as a senior design engineer at Connecticut Spring & Stamping Corp, a manufacturing company.

Employment History
Current Registrations
Your Choice Financial, LLC
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Your Choice Financial, LLC
February 2011 - December 2022 · 11 yrs 10 mos
Your Choice Financial, LLC
August 2007 - December 2010 · 3 yrs 4 mos
Symmetry Partners
June 2004 - April 2007 · 2 yrs 10 mos
Lincoln Financial Advisors Corporation
March 2004 - April 2004 · 1 mo
State Registrations1 state
CT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.