Richard  Friend,  CFP<sup>&reg;</sup> - Financial Advisor

Richard Friend, CFP®

ChFC®

Certified Financial Planning Practioner

John Stokes Financial

1751 River Run Ste 200
Fort Worth, TX 76107-6670
FINANCIAL ADVISOR'S WEBSITE
(800) 995-4038
(682) 628-9554

General

Richard Friend is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at John Stokes Financial in Fort Worth, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - LUTCF

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Fidelity

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Irregular Income, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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