Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Cahlin is a financial advisor with LPL Financial LLC. Richard has been in the financial industry since 1999. He holds a Series 7, Series 63, and Series 65 licenses and is registered in Florida and California. He is also a registered principal with LPL Financial LLC. Prior to joining LPL Financial LLC, Richard was with Investcorp, Inc., National Planning Corporation and Linsco/Private Ledger Corp. Richard's background includes working as a CPA with Mallah Furman Certified Public Accountants. Richard is a FINRA arbitrator, a family mediator, and a mortgage broker. He is also involved in several other business activities. Richard is committed to providing his clients with personalized financial advice and guidance.
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
FL
04/02/2013 - Present
LPL Financial LLC (MIAMI FL)
FL
12/20/2011 - 01/18/2013
INVESTACORP, INC. (MIAMI FL)
FL
06/14/2007 - 11/18/2011
NATIONAL PLANNING CORPORATION (MIAMI FL)
FL
05/10/1999 - 07/10/2007
LINSCO/PRIVATE LEDGER CORP. (NORTH MIAMI BEACH FL)
FL
11/06/1998 - 01/21/1999
INVESTACORP, INC. (MIAMI FL)
BC
Issued 01/07/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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