Richard Lee Bebo

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1985 → Present
  Richard L. Bebo, Chfc Clu
  Sandy, UT
• 12/2001 → Present
  Osaic Wealth, Inc.
  Sandy, UT

Previous Registrations

• 2002-06-06 → 2010-12-31
  Stone Hill Advisory Services Inc.
  Slc, UT

Other Businesses

1. RICHARD L. BEBO CHFC, CLU POSITION: Owner - NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 11/01/1981 ADDRESS: 9641 Eastdell Dr. Sandy, UT 84092, Sandy UT 84092, United States DESCRIPTION: Investment Advisor Representative for Osaic Wealth Inc. Implement client financial strategies using various securities and investment products. Some insurance products may be used such as Life, Disability and Long-Term Care insurance products. These companies are not affiliated with Osaic Wealth Inc. 2. BRB ROCKY MOUNTAIN INVESTMENT LLC., NOT INVESTMENT RELATED, 9641 EASTDELL DRIVE, SANDY UT 84092. MANAGING MEMBER SINCE 12/30/2002, 1 HRS/MTH, 1 HRS/DST. PERSONAL COMPANY FOR ESTATE PLANNING PURPOSES, I OWN WITH MY SPOUSE. DOES NOT DEAL WITH THE PUBLIC. SAME ADDRESS AS MY RESIDENCE. NO TIME DEVOTED TO THIS BUSINESS. 3. RICHARD L. BEBO CHFC, CLU, OWNER- INVESTMENT RELATED, 9641 EASTDELL DR., SANDY UT 84095. OWNER, SINCE 12/2002, 120 HRS/MTH, 120 HRS/DST. CORPORATE REGISTERED INVESTMENT ADVISOR THIRD PARTY MONEY MANAGEMENT SERVICES. RIA REGISTERED UNDER ROYAL ALLIANCE ASSOCIATES CORPORATE ADVISORY. 3. SARANEVADA INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/27/1989 ADDRESS: 9641 Eastdell Drive Sandy, Ut 84092, Sandy UT 84092, United States DESCRIPTION: President of Sara Nevada 4. GOOD NEWS GLOBAL POSITION: Chaplain Support Team Member NATURE: 501(c)(3) nonprofit tax-exempt organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2014 ADDRESS: 3415 South 900 West, Salt Lake City UT 84119, United States DESCRIPTION: 5. Richard L. Bebo is a Chaplaincy Support Team Member. Good News Global, not investment related. Good News Global is wholly funded by non-tax sources of revenue. The Mission of the Chaplaincy Support Team is to provide ongoing administrative support, encouragement, involvement in the Christian community, accountability for the local chaplain in order that he may excel in his Ministry in the correctional facility and in the local community. This is done in a manner consistent with a clear vision and strategies that encourage support for Good News Global nationally and internationally.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-10-24

Designations

• Chartered Financial Consultant