Richard Van Der Noord, CFP®
Greenville, South Carolina, 29650
Member Since 2005
Our philosophy is embodied in a quote from Zig Ziglar: \"You can have anything in life you want if you help enough other people get what they want.\"
Life is not a dress rehearsal. You must get it right the first time. We are passionate about helping you make the most of the ONE life you have. Helping you achieve COMFORT with CONFIDENCE is what we do best. Money alone does not bring happiness. However, when money is coupled with a sound financial plan, the result is a life full of meaning, purpose, clarity, and direction. Experience financial planning done right!
My Location
Background Information
Years of Financial Experience
- 29
Education
- North Georgia Military College (BBA in Finance)
Certifications and Designations
- CFP®
Association Memberships
- Financial Planning Association
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- National Financial Services
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Semi-Annually)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 1678571
- Securities Registrations: Series 65, Series 63, Series 7, Series 24
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: Van Der Noord Financial Advisors, Inc.
- Broker/Dealer: Triad Advisors
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Colorado
- Florida
- Georgia
- Kentucky
- North Carolina
- South Carolina
- Tennessee
Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Extensive Surviving Spouse Services2)Conservatorships
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Active Managers, Passive Managers, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Commodities, Currencies, REITs, Equity, Mortgages, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health
Visit Website - http://www.vandernoordfinancial.com
