Unclaimed
Ralph Lunt is a financial professional with over 30 years of experience in the financial services industry. Ralph is registered with LPL Enterprise, LLC and has previously been affiliated with several other firms, including Thrivent Investment Management Inc, MML Investors Services, LLC, and FSC Securities Corporation. Ralph holds a variety of licenses and certifications, including Series 6, 7, 24, 63, and 66. Ralph provides financial planning and portfolio management services to individuals, corporations, and other businesses. Ralph has a strong commitment to providing his clients with personalized service and helping them achieve their financial goals. Ralph's experience and expertise make him a valuable resource for clients seeking financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
11/14/2024 - Present
LPL Enterprise, LLC (ATLANTA GA)
MN
12/06/2023 - 02/12/2024
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
OH
10/11/2022 - 05/18/2023
MML INVESTORS SERVICES, LLC (Cincinnati OH)
OH
02/27/2009 - 10/27/2020
FSC SECURITIES CORPORATION (BEAVERCREEK OH)
OH
05/14/2001 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (AVON OH)
OH
12/02/1999 - 05/14/2001
PRIM SECURITIES, INCORPORATED (INDEPENDENCE OH)
GA
01/10/1995 - 12/01/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IN
11/04/1992 - 02/07/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/04/1992 - 02/07/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 01/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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