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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Irr has been in the financial services industry since December 1994 and is currently a registered representative with LPL Financial LLC. Richard Irr has experience providing financial advice to a range of clients, including individuals, businesses, and institutions. Richard Irr has also been a registered representative with Cambridge Investment Research, Inc., Cantella & Co., Inc., and Raymond James Financial Services, Inc., over the years. Richard Irr has a strong track record of success in the financial services industry and is committed to providing clients with the highest level of service and expertise.
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
PA
11/30/2023 - Present
LPL Financial LLC (MOON TWP PA)
PA
12/09/2022 - 12/08/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Moon Township PA)
PA
07/15/2022 - 12/09/2022
CANTELLA & CO., INC. (Moon Township PA)
PA
11/27/2017 - 04/04/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Moon Township PA)
PA
06/06/1996 - 12/08/2017
CANTELLA & CO., INC. (MOON TWP. PA)
MA
12/19/1994 - 06/06/1996
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
IA
Issued 01/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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