Richard Ibarra
Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner at Wells Fargo Advisors
- Role
- Associate Vice President - Investment Ibarra, Scott & Lai Group at Wells Fargo Advisors
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Richard Ibarra
Prepare for all market conditions Deciding the right next move in changing markets can be a challenge. But the right financial advice can help you best position your portfolio to take advantage of opportunities and mitigate loss. I am committed to understanding your goals and am here to provide personal financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we built together was designed to factor in market ups and downs. Contact me for a complimentary initial consultation to discuss your financial goals. This information is intended for use by residents of AZ, CA, CO, FL, IL, IN, LA, ME, MI, MS, NC, NE, NM, NY, OK, SC, TN, TX, UT, VA, and WA Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Associate Vice President - Investment Ibarra, Scott & Lai Group
Aug 2023 — Present · Plano, TX, US
Education
American College of Education
Certified Financial Planning™ (CFP®) Certification
College for Financial Planning
Chartered Retirement Planning Counselor
Texas Tech University
BBA, Finance
1989 — 1993
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.