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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lybarger is a financial advisor with over 25 years of experience in the financial services industry. Richard is currently registered with Morgan Stanley and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Richard has previously held registrations with CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED, WALNUT STREET SECURITIES, INC., and RYAN, BECK & CO.. Richard is a licensed investment advisor representative in Pennsylvania and Texas. Richard's firm, Morgan Stanley, is a large firm with assets under management of over $1 trillion and provides financial advice to a wide range of clients including individuals, families, businesses, and institutions. Richard is able to offer a wide range of financial services to meet the needs of his clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
03/26/2020 - Present
Morgan Stanley (Camp Hill PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CAMP HILL PA)
MD
03/19/1997 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
CA
11/18/1996 - 03/18/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
08/02/1993 - 11/30/1994
RYAN, BECK & CO. (FLORHAM PARK NJ)
IA
Issued 08/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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