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Financial Advisor
Marketing Manager
Financial Advisor
Marketing Manager
Financial Advisor
Marketing Manager
Financial Advisor
Marketing Manager
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Richard has been in the financial services business since 2000. Formerly a Middle School Educator, Richard feels his role in this field has assisted him in developing positive, rewarding relationships with his clients.
He holds a degree from Plymouth State College in Education. Currently, Richard holds Series 6, Series 63 and Series 65 Securities licenses registered with Cetera Advisors, LLC, allowing him to act as a Registered Representative. He is also registered with Cetera Advisors, LLC allowing him to act as a Financial Advisor.
Richard is an active member in the community, and regularly volunteers for the school system in which his wife is an eighth grade history teacher. Richard serves on the Board of Directors at the Whitinsville Fish and Game Club.
Richard currently resides in Webster, Massachusetts with his wife, Amy, and son, Benjamin.
J. Marshall Associates, Inc.
982 Eastern Avenue
Fall River, MA 02723
508.673.3300
info@jmarshallfinancial.com
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© 2023 J. Marshall Associates, Inc.
Securities and advisory services offered through Registered Representatives of Cetera Advisors, LLC (doing insurance business in CA as CFGA Insurance Agency. CA Insurance License # 0132305.), member FINRA, SIPC. Cetera is under separate ownership from any other named entity.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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Kimberly Butterfield – California insurance license # 0H56400.
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