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Richard Edmonds, Financial Advisor serving the Greensboro, NC area - Ameriprise Advisors

Richard Edmonds

CPA

Financial Advisor

Certified Public Accountant
Fiduciam Financial
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Small Business

Qualifications

  • CPA Certified Public Accountant
  • Series 7, 63 and 65 Licenses
  • Life, Health and Variable Annuity License for NC
  • Medicare Supplement and Long-Term Care License for NC
  • Certified Public Accountant (CPA)

Education

  • Bachelor of Science– Business Admin. & Accounting, Appalachian State University, Boone, NC 28607

Professional associations

  • North Carolina Association of CPA's

Community participation

Greensboro Elks Lodge

Knights of Columbus

Interests

I enjoy spending time in the mountains, hiking and Appalachian State football games with my wife Tracy and daughters MaryAnn and Sarah, as well as playing golf with friends.