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Richard S
Series 63, Series 65
Nolensville, TN
Research Financial Strategies
Richard Scott is a financial advisor with Research Financial Strategies, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Reutemann Financial Solutions, Research Financial Strategies, Purshe Kaplan Sterling Investments, and Yurich Financial Group. Outside of his advisory roles, he is a 50% owner of Yurich Financial Group, which provides CPA, tax preparation, and estate planning services on a seasonal basis. Research Financial Strategies manages approximately $254 million in discretionary assets for individuals, pension plans, trusts, and other entities. The firm employs a technical analysis and active trading approach focused on risk mitigation, primarily using ETFs, and offers services through a hybrid model that includes broker-dealer and insurance channels.
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