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Richard U
Series 63, Series 65
San Antonio, TX
Gradient Securities, LLC
Richard Ure is a financial advisor with Gradient Securities, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Gradient Securities since 2019, with prior roles at LPL Financial and National Planning Corporation. Outside of advising, Ure owns a woodworking and agricultural products business that raises and sells livestock and cedar hardwood products. Gradient Securities, LLC (doing business as Gradient Wealth Management) provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and business entities. The firm emphasizes a non-discretionary investment model that incorporates fundamental, technical, and cyclical analysis and often utilizes third-party managers while providing ongoing monitoring and client reviews.
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