RS
CFP
RS
CFP

Richard Sieling

14 Years of Experience
Liberty Hill, TX
Broker

Richard Sieling is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Liberty Hill, TX, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1905 Loop 332, Liberty Hill, TX, 78642

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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 owns a rental property in London, managed by a property management company, and is an officer (Treasurer) for a non-profit water company, reviewing financial performance. He also is a member and treasurer of Moseley Ranch Cattle LLC, which maintains the agricultural exemption of family ranch land, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
November 2024 - Present · 1 yr 6 mos
Raymond James Financial Services Advisors, INC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
U.S. Capital Wealth Advisors, LLC
June 2021 - November 2024 · 3 yrs 5 mos
Usca Securities LLCBroker
June 2014 - November 2024 · 10 yrs 5 mos
Usca RIA LLC
June 2014 - June 2021 · 7 yrs
Wells Fargo Advisors, LLC
April 2012 - June 2014 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
March 2012 - June 2014 · 2 yrs 3 mos
State Registrations6 states
CACOFLNESCTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.