Richard Pear has been President of RBP Investment Advisors since September 2005, is a control person of the firm and directly owns between 50% and 75% of it. Richard Pear holds an Associate of Arts in Business from Lake Michigan College and a Bachelor of Arts in Business from the University of Hawaii.
RBP Investment Advisors Inc. is a firm with $182M under management, 102 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Richard B. Pear is President of RBP Investment Advisors Inc. As of February 5, 2024, he had been with the firm since September 2005. From August 1992 to September 2005 he was an investment advisor representative and principal at Retirement Benefits Planning LLC.
Richard Pear’s longest registration was 20 years at RBP Investment Advisors Inc. (2005–2026).
- Mid Atlantic Financial Management, Inc.– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 109771
- London Pacific Advisors– · 4 yearsAlamo, CA · Adviser representative · Firm CRD 104601
- Lodestar Private Asset Management LLC– · 8 yearsAlamo, CA · Adviser representative · Firm CRD 107638
Professional designations
Listed by RBP Investment Advisors
- Certified Financial Planner (CFP)
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 6 July 1989 |
| Series 24 | General Securities Principal Examination | 1 October 1987 |
| Series 7 | General Securities Representative Examination | 15 June 1985 |
| Series 1 | Registered Representative Examination | 26 August 1971 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Registered Representative Examination
- Full name
- Richard Bill Pear
- CRD
- 358744
- Firm
- RBP Investment Advisors · CRD 137830
- Role
- President
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rbpia.com
Where does Richard Pear work?
Richard Pear has been President of RBP Investment Advisors Inc. since September 2005, and is a control person of the firm.
Does Richard Pear have a current investment-adviser registration?
Richard Pear has no current investment-adviser or broker registration.
What exams has Richard Pear passed?
Richard Pear has passed 4 licensing exams: the Series 1, Series 7, Series 24 and Series 63. The earliest, the Series 1, was passed in August 1971.
Where was Richard Pear previously registered as an investment adviser?
Richard Pear has past investment-adviser registrations through RBP Investment Advisors Inc., November 2005 to February 2026; Mid Atlantic Financial Management, Inc., May 2004 to July 2004; London Pacific Advisors, March 2000 to May 2004; Lodestar Private Asset Management LLC, July 1997 to March 2006, across 4 firms.
Is Richard Pear registered with FINRA?
No. Richard Pear has no current broker registration.
Is Richard Pear a CFP?
RBP Investment Advisors lists Richard Pear with the CFP credential (“Certified Financial Planner (CFP)”) on its website. CFP Board confirms certification status.
How can I verify Richard Pear’s record?
Search CRD 358744 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Pear’s full registration record.