Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Engberg is an investment advisor representative for Cambridge Investment Research Advisors, Inc., based in Irwin, PA. Richard has been in the financial services industry since 1984 and is registered to provide investment advice in Pennsylvania. Richard has experience with a variety of financial products and services, including fixed life, accident and health insurance, and fixed annuities. Richard is also the author of The Contrarian Investor. Richard is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
PA
04/02/2012 - Present
Cambridge Investment Research Advisors, Inc. (IRWIN PA)
PA
07/18/1997 - 02/26/2010
TOWER SQUARE SECURITIES, INC. (PITTSBURGH PA)
NY
11/01/1996 - 04/09/1997
SMITH BARNEY INC. (NEW YORK NY)
PA
01/06/1995 - 11/01/1995
THE CODRICK FINANCIAL GROUP, INC. (GREENSBURG PA)
NY
09/09/1993 - 09/02/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
01/13/1984 - 05/11/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1978
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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