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RG

Richard R. Gosselin

CARNES CAPITAL
Naples, FL 34108-7512
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CRD#: 4289437
RG

Professional summary


Richard Real Gosselin is a registered financial professional currently at CARNES CAPITAL CORPORATION located in Naples, Florida.

Richard is registered as a RR (Registered Representative) and started their career in finance in 2001. Richard has worked at 4 firms and has passed the SIE and Series 7 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) - BD


Click below to view Richard Real Gosselin'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®
None

Experience


Current

July 11, 2018 - Present

CARNES CAPITAL CORPORATION

Office #1: 8889 Pelican Bay Boulevard, Suite 500, Naples, FL 34108-7512
BD
CRD#: 16187
Naples, FL
Past

May 15, 2007 - January 5, 2010

CARNES CAPITAL CORPORATION

BD
CRD#: 16187
NAPLES, FL
Past

September 26, 2003 - August 2, 2005

BERRYDUNN WEALTH MANAGEMENT

RIA
CRD#: 113434
PORTLAND, ME
Past

January 7, 2003 - July 22, 2005

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
PORTLAND, ME
Past

May 9, 2001 - July 22, 2005

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

February 8, 2001 - April 30, 2001

CAP PRO BROKERAGE SERVICES, INC.

BD
CRD#: 103953
COLUMBUS, OH

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/11/2018)

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CC
CARNES CAPITAL CORPORATION
CARNES CAPITAL CORPORATION | PERKINS, SMITH INCORPORATED | MOUNT VERNON SECURITIES, INC.

CRD#: 16187 / SEC#: , 8-33443

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


Main Address
8889 Pelican Bay Boulevard, Suite 500, Naples, FL 34108-7512
Mailing Address
8889 Pelican Bay Boulevard, Suite 500, Naples, FL 34108-7512
Phone number
(239) 254-2500
Established
Florida since 10/05/1984
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PELICAN BAY HOLDINGS, LLCSOLE MEMBER
ATKINS, CHAD DAMERONGENERAL COUNSEL
CHEEVER, JOHN FRANCISFINOP/CFO/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER5066835
JANOYAN, JANO PANOSCHIEF EXECUTIVE OFFICER2627238
MORRISON, MICHAEL ROBERTCHIEF COMPLIANCE OFFICER5440888

Disclosures


Regulatory Event5

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


CARNES CAPITAL CORPORATION

CRD#: 16187Naples, FL 34108-7512

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