AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RE

Richard C. Ellis

Some features on this profile are disabled
CRD#: 502005
RE

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 Charles Ellis, who also goes by Dick Ellis, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1977. Richard had worked at 4 firms and has passed the Series 63, Series 7 and Series 52 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dick Ellis

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

March 20, 1995 - June 30, 1998

RESOURCE SECURITIES CORPORATION

BD
CRD#: 8696
ATLANTA, GA
Past

December 5, 1991 - March 16, 1995

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

November 15, 1979 - December 23, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

August 18, 1977 - November 24, 1979

FIRST CITIZENS MUNICIPAL CORPORATION

BD
CRD#: 7265

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: 7/17/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RS
RESOURCE SECURITIES CORPORATION
RESOURCE EQUITIES CORPORATION | RUFF SECURITIES CORPORATION | RESOURCE SECURITIES CORPORATION | RESOURCE SECURITIES CORP.

CRD#: 8696 / SEC#: , 8-25939

BD
Terminated by SEC on 01/26/2008
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 01/28/1981
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MARSHALL, LARRY ANTHONYPRESIDENT AND CHIEF COMPLIANCE OFFICER702019
MARSHALL, BONNIE JEANFINANCIAL OPERATIONS PRINCIPAL840796

Disclosures


Arbitration1

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


RESOURCE SECURITIES CORPORATION

CRD#: 8696

TRUST BUT VERIFY

Monitor Richard Ellis

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics