Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Allen Stevens is a financial advisor with LPL Financial LLC. Richard has been in the financial services industry since August 2012. Richard has been registered as a Registered Representative in Arkansas, Colorado, and Texas, and is also registered as an Investment Adviser Representative in Arkansas, Colorado, and Texas. Richard holds the Series 66 and Series 7 licenses, as well as the Securities Industry Essentials Examination. Richard has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Richard offers financial planning, portfolio management, and other advisory services. Richard works from the Colorado Springs, CO office.
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.
1
2
CO
07/21/2021 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
CO
08/22/2012 - 07/21/2021
WADDELL & REED (COLORADO SPRINGS CO)
BOTH
Issued 09/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Stevens is the right advisor for you? Invested Better is here to help.
