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Richard Westover

10 Years of Experience
Greensboro, NC
BrokerSells Insurance

Richard Westover is a registered investment advisor, based in Greensboro, NC, with 10 years of industry experience.

Location

1301 W Wendover #C, Greensboro, NC, 27408

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Richard coordinates a biblically-based personal finance course and is a life insurance and annuity agent/producer for Kaz Source, Inc. and ECA Marketing. He also serves as a finance teacher at The Covenant School and as a Deacon at Westover Church.

Employment History
Current Registrations
Blueprint Financial Advisors
August 2025 - Present · 9 mos
Maplewood Investments, INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
Osaic Wealth, INC.
June 2024 - August 2025 · 1 yr 2 mos
Osaic Wealth, INC.Broker
June 2024 - August 2025 · 1 yr 2 mos
Securities America Advisors, INC.
March 2017 - June 2024 · 7 yrs 3 mos
Securities America, INC.Broker
September 2015 - June 2024 · 8 yrs 9 mos
Woodbury Financial Services, INC.Broker
April 2015 - September 2015 · 5 mos
State Registrations8 states
COGAILNCPASCTNVA
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.
Richard Westover - Financial Advisor | TrueAdvisor