Randall Richard, CEPA
Professional ExitMap Planner / Featured
President, Richard Brothers Financial Advisors ➤
Randall “Randy” Richard, CEPA, manages the firm’s investments and portfolio allocations and selection of institutional products. He is an MBA Graduate from Suffolk University. Randy has more than 25 years of experience in the banking and financial services industry, including senior management positions with UBS, Inc. and Putnam Mutual Funds, as well as experience in asset management, business development and consulting. He has consulted to several national and international community banks interested in developing and executing business plans to provide investment services. He is also a General Securities Principal and Registered Representative with the Financial Industry Regulatory Authority, a former member of the Financial Planning Association as well as the Investment Management Consultants Association. Randy holds an insurance license in Maine and an Investment Advisory Representative license.
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- Listing ID: 8074
- Professional Class: Exit Planner, Insurance