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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 Collins Clark is an investment advisor representative at Jacobi Capital Management, LLC. Richard has been in the industry since 2005. Richard holds the Series 7 and Series 66 licenses and has passed the SIE exam. Richard has worked at Hornor, Townsend & Kent, LLC and Financial Network Investment Corporation in the past. Richard has offices in Pittston and Berwyn, PA. Richard has been registered as an investment advisor in Pennsylvania since 2012 and is currently registered in 8 states. Richard specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Richard is a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
1
2
PA
06/04/2024 - Present
Jacobi Capital Management, LLC (PITTSTON PA)
PA
12/08/2011 - 06/05/2024
HORNOR, TOWNSEND & KENT, LLC (CONSHOHOCKEN PA)
DE
06/03/2008 - 12/08/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (WILMINGTON DE)
DE
08/26/2005 - 06/04/2008
PRINCOR FINANCIAL SERVICES CORPORATION (WILMINGTON DE)
BOTH
Issued 09/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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