Richard Gale Correll Jr
Professional Summary
Richard Gale Correll JR, who also goes by Richard Gale Correll, Richie Gale Correll Jr, was a registered financial advisor. Richard was a previously registered financial professional and started their career in finance 2011 - 2021. Richard had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Richard Gale Correll, Richie Gale Correll Jr
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
CHERRY WEALTH MANAGEMENT | TRUTH OF INVESTING | TDW FINANCIAL STRATEGIES | SC CARE AND ASSOCIATES | MARKOWSKI INVESTMENTS | MARKOWSKI BROTHERS HOLDING CORPORATION | FRESHOUR FINANCIAL
Contact Information
Main Address
Tampa, FLPhone Number
(813) 597-6400# of Employees
11SEC notice filing (46 States and Territories)
Registered to provide investment advisory services in 46 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,924AUM (Assets Under Management)
$473,861,678Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CHERRY WEALTH MANAGEMENT | TRUTH OF INVESTING | TDW FINANCIAL STRATEGIES | SC CARE AND ASSOCIATES | MARKOWSKI INVESTMENTS | MARKOWSKI BROTHERS HOLDING CORPORATION | FRESHOUR FINANCIAL
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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