Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Coleman Lunsford is a financial advisor at Mariner Wealth. Richard has been in the financial services industry for over 20 years. Richard holds the Series 66, Series 7, and Series 24 licenses. Richard is also a Certified Financial Planner and Chartered Financial Consultant. Richard has experience in various financial areas including financial planning, portfolio management, pension consulting, and publication of periodicals. Richard has worked for several firms including USAA Financial Advisors Inc., State Farm VP Management Corp., Morgan Stanley DW Inc., and Charles Schwab & Co., Inc. Richard is currently registered with Mariner Wealth in both Tennessee and Texas.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
TN
05/02/2024 - Present
Mariner Wealth (Nashville TN)
TX
11/15/2021 - 02/17/2022
CHARLES SCHWAB & CO., INC. (San Antonio TX)
TX
04/14/2005 - 10/18/2018
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
IL
02/18/2003 - 03/22/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
09/04/2002 - 10/31/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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