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Richard O. Kilmer, CPA, CFP®

Richard O. Kilmer, CPA, CFP®

Co-President

Rick graduated from Pan American University with a BBA in Accounting in 1973 and began his career as an auditor for Coopers & Lybrand in Houston, Texas. He received his Certified Public Accountant certification in 1976.

Rick started in the financial services industry in 1983 with CIGNA Financial Services in San Antonio and received his CERTIFIED FINANCIAL PLANNER™ certification in 1989 through the College of Financial Planning in Denver, Colorado.

Rick moved to Securities America in 1994 specifically to focus on financial advisory services and retirement counseling.

As of November 2017, Rick is an Investment Advisory Representative of United Planners Financial Services.

Certified Public Accountant, 1976
CERTIFIED FINANCIAL PLANNER™, 1989
FINRA Series 6 Registration, 1984
FINRA Series 7 Registration, 1992
FINRA Series 22 Registration, 1984
FINRA Series 24 Registration, 1992
FINRA Series 63 Registration, 1984
Texas Life, Accident, Health & HMO Agent, 1984