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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 Disammartino is a financial advisor with over 40 years of experience in the industry. Richard is currently registered with LPL Financial LLC and has been with the firm since March 2024. Previously, Richard worked at Wells Fargo Clearing Services, LLC, Stifel, Nicolaus & Company, Incorporated, and Ryan Beck & Co., among other firms. Richard holds a Series 63, 65, 7, 9, and 10 license and is a registered Investment Advisor in Florida and Pennsylvania. He specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations. Richard is also a business owner of Maggie's Farm Woodworks.
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
PA
03/07/2024 - Present
LPL Financial LLC (LOWER GWYNEDD PA)
PA
08/08/2014 - 03/11/2024
WELLS FARGO CLEARING SERVICES, LLC (JENKINTOWN PA)
NJ
06/05/2007 - 08/15/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MARLTON NJ)
NJ
04/29/2002 - 06/05/2007
RYAN BECK & CO. (MARLTON NJ)
NY
11/30/1998 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
07/11/1991 - 12/04/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
06/03/1991 - 07/15/1991
HALPERT AND COMPANY, INC. (MILLBURN NJ)
MI
02/12/1991 - 04/01/1991
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
01/27/1988 - 08/23/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
12/16/1982 - 12/14/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/23/1981 - 11/24/1982
FIRST JERSEY SECURITIES, INC.
IA
Issued 11/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/02/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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