Richard Carl Precious
Investment adviser representative at Madison Partners
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Madison PartnersNov 2025 to now
- LPL Enterprise, LLCNov 2024 to Nov 2025
- Pruco Securities, LLCSep 2024 to Nov 2024
- PrudentialSep 2024 to Nov 2024
- Bank of America, N.A.Apr 2022 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to Aug 2024
- Frost BankFeb 2019 to Apr 2022
- Frost Brokerage ServicesFeb 2019 to Apr 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2019
- Wells Fargo Bank, NAJul 2016 to Feb 2019
- Wells Fargo Advisors LLCJul 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Madison Partners
Legal name: Madison Wealth Partners, Inc.
$1.3BAssets managed
2,077Clients
42Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5735574
- Firm CRD
- 305824