RM
RM
Richard Mcdaniel
19 Years of Experience
Gallipolis, OH
1 DisclosureBrokerSells Insurance
Richard Mcdaniel is a registered investment advisor, based in Gallipolis, OH, with 19 years of industry experience.
Location
19 Locust Street, P.O. Box 802, Gallipolis, OH, 45631
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2016Denied
Other Business ActivitiesSells Insurance
Richard is the owner/president of McDaniel-Hill Firm, Inc DBA Faith Investment Services, working as a financial advisor for about 70% of his time. He also independently sells insurance and owns Rick McDaniel Income Tax Services, spending minimal time on insurance sales and about half his time on tax preparation.
Employment History
Current Registrations
Creative Financial Designs, INC.
May 2013 - Present · 13 yrs
Cfd Investments, INC.Broker
May 2013 - Present · 13 yrs
Previous Registrations
Next Financial Group, INC.
March 2008 - May 2013 · 5 yrs 2 mos
Next Financial Group, INC.Broker
March 2008 - May 2013 · 5 yrs 2 mos
Capital Financial Services, INC.
July 2006 - March 2008 · 1 yr 8 mos
Capital Financial Services, INC.Broker
June 2006 - March 2008 · 1 yr 9 mos
State Registrations5 states
FLKSOHVAWV
AdvisorBrokerBoth
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.