Bio
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Topline AI
Gary Richter is a seasoned financial professional with extensive experience in portfolio management, retirement planning, and investments.
With over 12 years of experience as a Financial Planner at LPL Financial and 6 years as a Financial Advisor at Edward Jones, Gary has developed a strong expertise in creating tailored financial solutions for individuals and families.
Gary holds a Bachelor of Science degree from Oregon State University and is proficient in multiple languages, including English and Spanish. He is also licensed to practice as a Series 7 licensed Financial Advisor.
Experience
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Financial Planner
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Feb 2012 - Present
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Financial Advisor
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Oct 2005 - Feb 2012
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Teacher
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Sep 1980 - Dec 1984
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Education
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1975 - 1980Oregon State University
Suggested Services
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Industry Focus. “Financial Services”
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