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RB

Richard C. Badger

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CRD#: 1100970
RB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Christian Badger, who also goes by Ric Badger, Rick Badger, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1983. Richard had worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ric Badger | Rick Badger

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 17, 2017 - June 21, 2018

NATALLIANCE SECURITIES, LLC

RIA
CRD#: 39455
Houston, TX
Past

September 14, 2016 - August 22, 2018

NATALLIANCE SECURITIES, LLC

BD
CRD#: 39455
Houston, TX
Past

February 10, 2015 - July 21, 2016

MEDALLION INVESTMENT SOLUTIONS

RIA
CRD#: 169349
HOUSTON, TX
Past

March 6, 2014 - December 31, 2014

MEDALLION INVESTMENT SOLUTIONS

RIA
CRD#: 169349
HOUSTON, TX
Past

May 1, 2013 - July 8, 2016

B. RILEY WEALTH MANAGEMENT

RIA
CRD#: 2543
HOUSTON, TX
Past

May 1, 2013 - July 8, 2016

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
HOUSTON, TX
Past

May 3, 2007 - May 2, 2013

SANDERS MORRIS LLC

RIA
CRD#: 20580
HOUSTON, TX
Past

November 7, 2002 - February 22, 2010

SMH CAPITAL ADVISORS LLC

RIA
CRD#: 108344
HOUSTON, TX
Past

April 4, 2002 - May 2, 2013

SANDERS MORRIS LLC

BD
CRD#: 20580
HOUSTON, TX
Past

July 7, 2000 - November 29, 2001

SANDERS MORRIS LLC

BD
CRD#: 20580
HOUSTON, TX
Past

December 5, 1995 - July 6, 2000

SPIRES FINANCIAL, L.P.

BD
CRD#: 38209
HOUSTON, TX
Past

November 30, 1994 - December 1, 1995

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

May 20, 1989 - August 24, 1994

WESTCAP GOVERNMENT SECURITIES, INC.

BD
CRD#: 19645
Past

May 20, 1989 - December 6, 1994

WESTCAP SECURITIES, L.P.

BD
CRD#: 7301
HOUSTON, TX
Past

October 24, 1988 - May 13, 1989

UNDERWOOD, NEUHAUS & CO., INCORPORATED

BD
CRD#: 839
HOUSTON, TX
Past

July 25, 1987 - October 18, 1988

WESTCAP GOVERNMENT SECURITIES, INC.

BD
CRD#: 19645
Past

March 22, 1983 - October 18, 1988

WESTCAP SECURITIES, L.P.

BD
CRD#: 7301
HOUSTON, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/1/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NS
NATALLIANCE SECURITIES, LLC
NATALLIANCE INVESTMENT BANKING | SINEX SECURITIES, LLC. | NATIONAL ALLIANCE SECURITIES, LLC | NATIONAL ALLIANCE SECURITIES CORPORATION | NATIONAL ALLIANCE CAPITAL, LLC | NATALLIANCE SECURITIES, LLC | NATALLIANCE SECURITIES

CRD#: 39455 / SEC#: , 8-48723

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
3101 Bee Cave Rd Suite 800, Austin, TX 78701
Mailing Address
3101 Bee Cave Rd Suite 270, Austin, TX 78746
Phone number
(512) 609-1700
Established
Delaware since 12/31/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (46 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
NATALLIANCE HOLDING COMPANY LLCOWNER
ADAMS, JASONBOARD MEMBER2690575
BRENNER, ANDREW SCOTTBOARD MEMBER1227535
BUSH, FRED COSTONCFO/COO3075024
CARREON, MICHELLE ELLISCCO4861485
GIORDANO, MICHAEL JAMESBOARD MEMBER5942248
HENDRICKSON, GEORGE ALEXANDER BROWNBOARD MEMBER2382347
LIEPMAN, JOHN FRANCISBOARD MEMBER2037298
LOERCH, SAMUEL JAMESBOARD MEMBER1195328
SALTER, MARK MYLESBOARD MEMBER/CEO/PRESIDENT1180139
TAYLOR, BRADFORD STEPHENBOARD MEMBER5751455

Disclosures


Regulatory Event8

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NATALLIANCE SECURITIES, LLC

CRD#: 39455

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