Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Deyo is a financial advisor with over 30 years of experience in the financial industry. He is a registered representative with Harbour Investments, Inc. Richard has worked with a variety of clients, including high-net-worth individuals, families, and businesses. His clients range from individuals to insurance companies, pension plans, and corporations. Richard provides a range of financial services, including financial planning, investment management, and retirement planning. He is committed to helping his clients achieve their financial goals. He holds the Series 63, 66, and 7 licenses, as well as the SIE. Richard is also a licensed insurance agent.
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.
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.
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2
IN
07/11/2024 - Present
Harbour Investments, Inc. (Kokomo IN)
IN
03/22/2006 - 07/12/2024
CFD INVESTMENTS, INC. (KOKOMO IN)
MI
10/03/2005 - 03/17/2006
CAPITAL FINANCIAL SERVICES, INC. (SHELBY TOWNSHIP MI)
FL
01/13/2004 - 09/30/2005
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
NE
04/17/2003 - 12/31/2003
FREEDOM FINANCIAL, INC. (OMAHA NE)
IN
03/13/2002 - 05/14/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/13/2002 - 05/14/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OR
03/07/2001 - 12/19/2001
PRIVATE CONSULTING GROUP, INC. (PORTLAND OR)
TX
07/07/2000 - 03/20/2001
NFP SECURITIES, INC. (AUSTIN TX)
MA
04/12/2000 - 06/07/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
WI
09/18/1995 - 04/01/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/18/1995 - 04/01/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
CA
04/19/1995 - 07/21/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
WI
10/27/1989 - 08/03/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
10/27/1989 - 08/03/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
CA
05/31/1989 - 07/06/1989
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
CA
06/21/1988 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 01/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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