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RC

Richard J. Carney

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CRD#: 1669228
RC

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 James Carney, who also goes by Dick Carney, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1993. Richard had worked at 6 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dick Carney

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

June 8, 2016 - January 8, 2020

FINANCIAL ASSET MANAGERS, LLC

RIA
CRD#: 283110
SALEM, OR
Past

January 9, 2001 - August 5, 2005

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
SALEM, OR
Past

November 14, 1997 - August 5, 2005

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

January 31, 1997 - October 27, 1997

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

September 27, 1995 - January 31, 1997

KEOGLER, MORGAN & COMPANY, INC.

BD
CRD#: 16546
ATLANTA, GA
Past

September 16, 1993 - September 27, 1995

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

April 23, 1993 - September 26, 1995

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA

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: 5/20/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


FA
FINANCIAL ASSET MANAGERS, LLC
FINANCIAL ASSET MANAGERS, LLC

CRD#: 283110 / SEC#:

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Contact information


Main Address
625 Hawthorne Ave Se, Ste 100, Salem, OR 97301
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


FINANCIAL ASSET MANAGERS, LLC

CRD#: 283110

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