Unclaimed
Richard Owen is a financial advisor with over 25 years of experience in the financial industry. Richard has a strong understanding of the financial needs of individuals and families and is dedicated to providing personalized advice and guidance. Richard is currently registered with LPL Financial LLC and is licensed to offer investment advice in several states including South Dakota, Texas, Colorado, Montana, Nebraska, North Dakota, Wyoming. Previously, Richard was employed by Edward Jones in Rapid City, SD. Richard Owen holds the Series 7TO, Series 66, and SIE licenses. Richard is committed to helping clients reach their financial goals.
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.
1
2
SD
05/09/2024 - Present
LPL Financial LLC (RAPID CITY SD)
SD
07/27/2019 - 05/10/2024
EDWARD JONES (RAPID CITY SD)
BOTH
Issued 08/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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