Richard B Constantine
Advisor at Merrill — Huntsville, AL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
4 years
Location
Huntsville, AL 35802
Merrill
Institution
Richard Constantine is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on areas including college education planning, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, sports and entertainment, tax minimization, and retirement income.
He decided to pursue individual financial planning to assist people in addressing one of their biggest challenges: achieving financial goals. Richard approaches financial planning by considering the client's stage of life to create tailored plans aimed at making their financial objectives attainable. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from Western Kentucky University.
Richard engages with his community through involvement with organizations such as Burritt on the Mountain and the Miracle League of Huntsville. His personal interests include golfing, pickleball, spending time with his family, and traveling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Huntsville, AL
4725 Whitesburg Dr SE
Huntsville AL 35802
Advisors at this office
21
Alabama · Montana · Texas
4 years of industry experience
Bank of America, N.A.
2024 - Present • 2 years
Huntsville, AL
Merrill
2024 - Present • 2 years
Huntsville, AL
WG Financial Group
2023 - 2024 • 1 year
Huntsville, AL
AE Wealth Management, LLC
2023 - 2024 • 1 year
Topeka, KS
Bridgeworth Wealth Management
2023 - 2023 • 1 year
Birmingham, AL
Pruco Securities Llc
2022 - 2023 • 1 year
Mt. Pleasant, SC
The Prudential Insurance Company Of America
2022 - 2023 • 1 year
Mt. Pleasant, SC
Unemployed
2022 - 2022 • 1 year
Huntsville, AL
Wells Fargo Clearing Services, Llc
2021 - 2022 • 1 year
Birmingham, AL
Unemployed
2021 - 2021 • 1 year
Huntsville, AL
Western Kentucky University
2017 - 2021 • 4 years
Bowling Green, KY
Volunteer State Cc
2016 - 2017 • 1 year
Gallatin, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Real estate agent
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Other specialized services
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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