Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Vanvalkenburg is an experienced financial advisor with over 30 years in the industry. Richard is currently registered with LPL Financial LLC as a registered representative and investment advisor representative. Richard provides investment advisory and financial planning services to individuals, families, and businesses. Richard has a wide range of experience in helping clients reach their financial goals. Richard has extensive experience in the financial services industry, having previously worked at Associated Securities Corp., Park Avenue Securities LLC, Signator Investors, Inc., and John Hancock Mutual Life Insurance Company.
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
CA
11/16/2009 - Present
LPL Financial LLC (FRESNO CA)
CA
09/29/2006 - 11/13/2009
ASSOCIATED SECURITIES CORP. (FRESNO CA)
CA
01/17/2001 - 07/18/2006
PARK AVENUE SECURITIES LLC (FRESNO CA)
MA
10/01/1992 - 01/09/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/01/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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