Unclaimed
Richard Leasure is an investment advisor representative registered with Brookstone Capital Management LLC. Richard has been in the financial services industry for over 30 years, and holds the Series 7, Series 6, Series 63 and SIE licenses. He has worked for several firms, including Center Street Securities, USA Advanced Planners Inc., Ameritas Investment Corp., MONY Securities Corporation, and Allstate Financial Services, LLC. Richard is a Certified Financial Planner and a Chartered Financial Consultant. He has experience providing financial planning and portfolio management services to individuals and corporations. Richard is also the owner of The R.L. Group LLC, an insurance agency.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
IL
05/12/2016 - Present
Brookstone Capital Management LLC (WHEATON IL)
PA
12/10/2009 - 05/03/2016
CENTER STREET SECURITIES, INC. (INDIANA PA)
PA
10/09/2006 - 12/10/2009
USA ADVANCED PLANNERS INC. (INDIANA PA)
NE
10/23/2001 - 09/27/2006
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NY
09/29/2000 - 10/26/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NE
09/14/1999 - 09/26/2000
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NY
06/02/1987 - 09/10/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
06/02/1987 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 05/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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