Richard Braden Groff II

Financial Adviser at Charles Schwab & Co., Inc. in Atlanta, GA

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(770) 522-5754

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3314 Peachtree Road Atlanta - Buckhead in Atlanta, GA 30326

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Specialties

Bonds & Fixed Income
Estate Planning
Mutual Funds

Retirement Planning
Tax Advantaged Investments

Servicing

Credentials

Licenses

Series 7

The Series 7 license is known as the general securities representative (GS) license. It authorizes licensees to sell virtually any type of individual security. As of July 12, 2000

Series 63

The Series 63 license, known as the Uniform Securities Agent license, is required by each state and authorizes licensees to transact business within the state. All Series 6 and Series 7 licensees must carry this license as well. As of July 31, 2000

Series 24

As of February 1, 2001

Series 65

The Series 65 license is required by anyone intending to provide any kind of financial advice or service on a non-commission basis. Financial planners and advisors that provide investment advice for an hourly fee fall into this category, as do stockbrokers or other registered representatives that deal with managed-money accounts. As of January 16, 2002

Series 9

As of August 25, 2009

Series 10

As of January 20, 2010

Associations

Financial Planning Association

Member May 2008 – present

American Association of Individual Investors - Atlanta Chapter

President August 2014 – present

Certifications

CERTIFIED FINANCIAL PLANNER

Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.

Background

Experience

Financial Consultant

Charles Schwab & Co., Inc. January 2007 – present

Education

University of Alabama

BS - Education 1998

University of California, Los Angelos

Professional Designation in Financial Planning 2005

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