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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 designations and 14 years of industry experience. He has worked with Gradient Securities since 2019 and previously worked at LPL Financial and National Planning Corporation. Outside of his advisory role, Ure owns a woodworking and agricultural products business where he raises livestock and sells cedar hardwood products. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, pension plans, trusts, estates, and businesses. The firm emphasizes a non-discretionary investment approach, combining fundamental, technical, and cyclical analysis while utilizing third-party managers and maintaining ongoing client reviews.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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