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Richard G
ChFC®, Series 63, Series 65
New Orleans, LA
Stonex Advisors Inc.
Richard Goglia is a financial advisor with Stonex Advisors Inc. in New Orleans, LA, holding the ChFC® designation and Securities Series 63 and 65 licenses. He has 30 years of industry experience, including prior roles at Wrp Investments, Inc. and Guardian Life. He is also the owner and member of Richmond Financial LLC, a financial services firm based in New Orleans. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement investment strategies.
Millard M
Series 63
New Orleans, LA
Stonex Advisors Inc.
Millard Morrison is a financial advisor with StoneX Advisors Inc. in New Orleans, LA, holding a Series 63 designation and 42 years of industry experience. He has worked at StoneX Advisors Inc. since 2016 and with StoneX Securities Inc. since 2002. Outside of his advisory role, he is the director and owner of Lookout Mountain Camp, a residential summer camp for boys. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management and financial planning services. The firm employs a combination of independent advisors and an in-house client group, utilizing various investment platforms and third-party managers to implement customized strategies.
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