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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 Yost is a financial advisor in Eugene, Oregon. Richard has over 45 years of experience in the financial industry. Richard works with clients across the country, and his specialties include financial planning, retirement planning, and investment management. Richard is a Certified Financial Planner™ and holds Series 1, 6, 22, and 63 licenses. Richard is currently registered with On Investment Management Co., where he is a registered investment advisor. Prior to joining On Investment Management Co., Richard worked at Equity Services, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
1
2
OR
01/09/2024 - Present
ON Investment Management Co. (EUGENE OR)
VT
09/21/1988 - 12/10/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
IN
09/23/1983 - 10/12/1988
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
12/28/1981 - 10/12/1988
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IN
06/17/1977 - 10/12/1988
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
04/15/1976 - 07/23/1977
TRAVELERS EQUITIES SALES, INC.
BC
Issued 01/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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