Richard B. Pear

RBP INVESTMENT ADVISORS

Peoria, AZ

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CRD#: 358744

Professional summary

Richard Bill Pear, CFP® is a registered financial advisor currently at RBP INVESTMENT ADVISORS INC. located in Peoria, Arizona.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1971. Richard has worked at 9 firms and has passed the Series 63, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Richard Bill Pear's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

November 29, 2005 - Present

RBP INVESTMENT ADVISORS INC.

RIA

CRD#: 137830

Peoria, AZ

Past

May 4, 2004 - July 6, 2004

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 109771

PITTSBURGH, PA

Past

May 3, 2004 - July 6, 2004

NEWEDGE SECURITIES, LLC

CRD#: 10674

PITTSBURGH, PA

Past

March 10, 2000 - May 4, 2004

FDX ADVISORS, INC.

RIA

CRD#: 104601

ALAMO, CA

Past

March 1, 2000 - May 3, 2004

LONDON PACIFIC SECURITIES, INC.

CRD#: 25089

SACRAMENTO, CA

Past

July 8, 1997 - March 9, 2006

LODESTAR PRIVATE ASSET MANAGEMENT LLC

RIA

CRD#: 107638

ALAMO, CA

Past

September 9, 1982 - February 29, 2000

PROTECTED INVESTORS OF AMERICA

CRD#: 6082

SAN FRANCISCO, CA

Past

March 21, 1982 - April 4, 1983

CALIFORNIA HARTLAND SECURITIES

CRD#: 7900

Past

September 2, 1971 - October 18, 1972

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RBP INVESTMENT ADVISORS INC.

CRD#: 137830 / SEC#: 801-64902

RIA

Registered Investment Advisory firm - (11/29/2005 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(12/19/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/6/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/15/1985

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 8/26/1971

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/1/1987

General Securities Principal Examination

Current Firm

RBP INVESTMENT ADVISORS INC.

CRD#: 137830 / SEC#: 801-64902

RIA

Registered Investment Advisory firm - (11/29/2005 Approved)

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Contact information

Main Address

Alamo, CA

Mailing Address

Phone number

(925) 855-3880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE DOCUMENT FOR ALL CLIENTS (3/28/2025)

Regulatory assets under management

Total Number of Accounts	282
AUM (Assets Under Management)	$ 169,690,172

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.

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Richard B. Pear

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Bill Pear's CRS (Customer Relationship Summary).

Certified licenses

Experience

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

NEWEDGE SECURITIES, LLC

FDX ADVISORS, INC.

LONDON PACIFIC SECURITIES, INC.

LODESTAR PRIVATE ASSET MANAGEMENT LLC

PROTECTED INVESTORS OF AMERICA

CALIFORNIA HARTLAND SECURITIES

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

RBP INVESTMENT ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/6/1989

Series 7

Date: 6/15/1985

Series 1

Date: 8/26/1971

Series 24

Date: 10/1/1987

Current Firm

RBP INVESTMENT ADVISORS INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RBP INVESTMENT ADVISORS INC.

TRUST BUT VERIFY

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