Richard Viall
Richard Viall is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wenatchee, WA, with 21 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
Firm Size
IM Fee
Assets Under Management
Location
112 Old Station Rd, Suite B, Wenatchee, WA, 98801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is a wealth advisor affiliated with RJFS and owner of Legacy Wealth AMP, LLC. He dedicates about half of his time to this business, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
UBS Financial Services INC.Broker
UBS Financial Services INC.
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations14 states
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