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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 Dickinson is a financial advisor with over 16 years of experience in the financial services industry. Richard currently works with LPL Financial LLC and has also previously worked for SunAmerica Capital Services, Inc. and Signator Investors, Inc. Richard is a registered representative in California, Connecticut, Pennsylvania, and Rhode Island, and is also a registered investment advisor representative in California, Connecticut, Pennsylvania, and Rhode Island. Richard holds Series 6, 7, 63, 65, 99TO, and SIE licenses.
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.
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2
CT
01/16/2019 - Present
LPL Financial LLC (MYSTIC CT)
CA
03/20/2012 - 07/12/2012
SUNAMERICA CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
CT
09/09/2008 - 04/03/2012
LPL FINANCIAL LLC (EAST HARTFORD CT)
CT
02/27/2007 - 09/02/2008
SIGNATOR INVESTORS, INC. (ROCKY HILL CT)
IA
Issued 06/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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