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Richard L. Bearden

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CRD#: 15777
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 Lynn Bearden was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1970. Richard had worked at 11 firms and has passed the Series 63, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

May 17, 2007 - August 17, 2009

QA3 FINANCIAL LLC

RIA
CRD#: 104957
PALMER LAKE, CO
Past

May 17, 2007 - August 17, 2009

QA3 FINANCIAL CORP.

BD
CRD#: 14754
PALMER LAKE, CO
Past

April 12, 2005 - May 25, 2007

INTERVEST INTERNATIONAL, INC.

RIA
CRD#: 111516
MONUMENT, CO
Past

June 4, 2002 - May 25, 2007

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
MONUMENT, CO
Past

April 18, 2000 - June 4, 2002

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

January 1, 1999 - March 12, 2018

BEARDEN WEALTH STRATEGIES GROUP

RIA
CRD#: 112195
COLORADO SPRINGS, CO
Past

July 10, 1998 - April 25, 2000

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

July 3, 1991 - July 15, 1998

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

August 7, 1985 - July 8, 1986

PILOT FINANCIAL SERVICES, INC.

BD
CRD#: 7838
Past

December 27, 1983 - July 19, 1991

CONSOLIDATED INVESTMENT SERVICES, INC.

BD
CRD#: 7929
LITTLETON, CO
Past

May 20, 1981 - November 4, 1983

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420
Past

May 1, 1970 - April 25, 1981

FOUNDERS ASSET MANAGEMENT, INC.

BD
CRD#: 323

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
RR
Series 63
Date: 1/16/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 4/21/1970
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/11/1984
General Securities Principal Examination

Current firm


No current employment

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


No current employment

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