Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Anthony Venancio is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Richard has been in the industry since 1986 and is licensed in 27 states. Richard's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Richard has also been registered with Kavanaugh Securities, Inc. and Sentra Securities Corporation.
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.
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CA
05/24/2013 - Present
LPL Financial LLC (LA MESA CA)
TX
01/17/1990 - 04/05/1990
KAVANAUGH SECURITIES, INC. (DALLAS TX)
AZ
10/24/1986 - 02/09/1990
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BC
Issued 10/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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