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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 Charles Lahn is a financial advisor with The Pinnacle Financial Group. Richard has been in the securities industry since October 9, 2007. He has a Series 7, Series 66 and SIE. Richard specializes in providing financial planning, pension consulting and selection of other advisors to individual and institutional clients. Richard also provides portfolio management services for individuals and institutions. Richard has been a Registered Representative with LPL Financial LLC since February 2012. He also has an Investment Advisor Representative registration with the state of New York since August 19, 2021. Richard is a financial advisor with The Pinnacle Financial Group. He specializes in providing financial planning, pension consulting and selection of other advisors to individual and institutional clients. Richard provides portfolio management services for individuals and institutions. Richard has been a Registered Representative with LPL Financial LLC since February 2012. He also has an Investment Advisor Representative registration with the state of New York since August 19, 2021.
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.
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.
A percentage of the total value of assets under management is charged.
Financial planning
1
2
NY
08/19/2021 - Present
THE Pinnacle Financial Group (ROCKVILLE CENTRE NY)
NY
11/16/2009 - 02/21/2012
PARK AVENUE SECURITIES LLC (HAUPPAUGE NY)
NY
09/20/2007 - 10/26/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
BOTH
Issued 11/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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