Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lalance is a financial advisor with Raymond James Financial Services Advisors, Inc. Richard has been in the financial industry for over 25 years. Richard is licensed to offer financial advice in 15 states. Richard's previous employers include LINSCO/PRIVATE LEDGER CORP., AMSOUTH INVESTMENT SERVICES, INC., INVEST FINANCIAL CORPORATION and OLDE DISCOUNT CORPORATION. Richard has experience in a variety of financial areas, including portfolio management, financial planning, and investment advisory. Richard's clients include individuals, corporations, and pension and profit sharing plans. Richard is a dedicated professional who is committed to providing his clients with the highest quality financial advice.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
10/07/2019 - Present
Raymond James Financial Services Advisors, Inc. (MURFREESBORO TN)
TN
09/29/2000 - 03/23/2006
LINSCO/PRIVATE LEDGER CORP. (MURFREESBORO TN)
AL
02/14/2000 - 09/28/2000
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
04/23/1997 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
MI
08/09/1996 - 04/23/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 05/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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