Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lord is a financial advisor with Truist Advisory Services, Inc. Richard is a licensed financial advisor in 53 states and the District of Columbia. He is also registered as an investment advisor in Pennsylvania. He offers financial planning, portfolio management, and selection of other advisers services to individuals, businesses, and charitable organizations. Richard has been in the financial services industry since August 19, 1993.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
PA
02/17/2021 - Present
Truist Advisory Services, Inc. (ALLENTOWN PA)
VA
03/08/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
01/21/2005 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (WYOMISSING PA)
PA
10/05/1998 - 02/07/2005
PENN SECURITIES, INC. (WYOMISSING PA)
MN
12/15/2004 - 12/16/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MO
09/11/1996 - 09/14/1998
FIRST CLEARING CORPORATION (ST. LOUIS MO)
NA
12/06/1991 - 06/03/1998
MERIDIAN SECURITIES, INC.
BOTH
Issued 04/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/04/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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