Richard A. Girard
Professional summary
Richard Aaron Paul Girard, who also goes by Richard A.p. Girard, is a registered financial advisor currently at CORE PARTNERS located in Austin, Texas.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Richard has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Aaron Paul Girard's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 15, 2019 - Present
CORE PARTNERS
February 25, 2016 - June 6, 2019
OSAIC SERVICES, INC.
February 17, 2015 - June 6, 2019
OSAIC SERVICES, INC.
February 21, 2011 - February 23, 2015
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/5/2024)
(12/5/2023)
(7/15/2019)
Exams
Current Firm
CORE PARTNERS
CRD#: 300771 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 318 |
| AUM (Assets Under Management) | $ 44,362,687 |
Red Flags
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