Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Edmund Kash is an active investment advisor representative with IP Financial Advisory Services LLC. Richard has been in the industry since May 24, 1988, and has held various positions at different firms, including Investment Planners, Inc. and First Financial Equity Corporation. Richard holds licenses for both Broker-Dealer and Investment Advisor. Richard specializes in providing investment advisory services to individuals and businesses, including financial planning, pension consulting, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
04/18/2022 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
TX
11/19/2021 - 04/15/2022
FIRST FINANCIAL EQUITY CORPORATION (ADDISON TX)
IL
01/02/2018 - 11/19/2021
INVESTMENT PLANNERS, INC. (DECATUR IL)
ME
10/28/2014 - 12/31/2017
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
IL
06/01/2011 - 11/04/2014
INVESTMENT PLANNERS, INC. (DECATUR IL)
OR
07/29/2010 - 06/03/2011
NAPLES AIS, INC. (TUALATIN OR)
CO
03/04/2009 - 07/26/2010
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
MN
01/02/2009 - 03/09/2009
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
03/05/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MA
06/21/2004 - 02/20/2008
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NC
01/01/2003 - 06/21/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
AR
12/22/1998 - 01/01/2003
STEPHENS INC. (LITTLE ROCK AR)
NC
09/15/1998 - 01/21/1999
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CA
05/04/1994 - 07/16/1998
GT GLOBAL, INC. (SAN FRANCISCO CA)
TX
03/08/1988 - 05/17/1994
VAN KAMPEN MERRITT INC. (HOUSTON TX)
IA
Issued 11/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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