Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Doyle is a financial advisor with LPL Financial LLC, serving clients in Wadsworth, OH. Richard has been working in the financial industry since 2002. Richard holds a Series 7, Series 26, and Series 63 licenses. Richard holds a designation of Chartered Financial Consultant (ChFC). Richard also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Mutual of Omaha Investor Services, Inc., Valmark Securities, Inc. and Oakwood Securities, Inc..
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
OH
05/07/2010 - Present
LPL Financial LLC (WADSWORTH OH)
OH
09/29/2005 - 05/11/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEDINA OH)
NE
03/06/2003 - 10/06/2005
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
OH
03/03/2000 - 03/02/2001
VALMARK SECURITIES, INC. (AKRON OH)
OH
01/21/2000 - 03/03/2000
OAKWOOD SECURITIES, INC. (MEDINA OH)
BC
Issued 06/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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