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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Richards is a financial advisor with over 27 years of experience in the financial services industry. John is registered with LPL Financial LLC and is a Certified Financial Planner™ and Chartered Financial Consultant. John's prior registrations include Lincoln Financial Securities Corporation and Securian Financial Services, Inc.. He holds a Series 6, 7, 63, and 65 license. John provides financial planning, investment management, and insurance services to individual clients, businesses, and retirement plans. John is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/16/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
PA
06/19/2019 - 05/17/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (NORTH WALES PA)
PA
11/15/1996 - 05/31/2019
SECURIAN FINANCIAL SERVICES, INC. (HUNTINGDON VALLEY PA)
IA
Issued 07/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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