RK
CFP
RK
CFP
Richard Kula is a CFP-designated registered investment advisor, based in Fort Myers, FL, with 22 years of industry experience.
Location
8200 College Pkwy. Suite 102, Fort Myers, FL, 33919
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Regulatory History (1)
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Employment Separation After Allegations
June 2013Other Business ActivitiesSells Insurance
Richard is involved with Annex Insurance Services, LLC, selling insurance. He does not receive commissions from this activity.
Employment History
Current Registrations
Hightower Securities, LLCBroker
July 2022 - Present · 4 yrs
Hightower Securities, LLC
July 2022 - Present · 4 yrs
Hightower Advisors, LLC
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
H. Beck, INC.Broker
January 2014 - December 2018 · 4 yrs 11 mos
Annex Wealth Management, LLC
November 2013 - March 2022 · 8 yrs 4 mos
AXA Advisors, LLCBroker
October 2009 - June 2013 · 3 yrs 8 mos
AXA Advisors, LLC
October 2009 - June 2013 · 3 yrs 8 mos
Metlife Securities INC.
December 2005 - September 2009 · 3 yrs 9 mos
Metlife Securities INC.Broker
December 2005 - September 2009 · 3 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
December 2005 - July 2007 · 1 yr 7 mos
Citistreet Financial Services LLC
October 2004 - December 2005 · 1 yr 2 mos
Citistreet Equities LLCBroker
October 2004 - December 2005 · 1 yr 2 mos
Strong Capital Management INC
October 2003 - July 2004 · 9 mos
Strong Investments, INC.Broker
April 2003 - July 2004 · 1 yr 3 mos
State Registrations1 state
FL
Advisor
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Exams
No exam information available for this advisor.