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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 Lagasse is a financial advisor with Fidelity Personal And Workplace Advisors. Richard has been in the financial industry since 1993 and holds a variety of licenses, including Series 7, 6, 3, 52, 53, 63, 65, and 66. Richard has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Richard is a Certified Financial Planner and specializes in financial planning, investment management, and portfolio management.
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.
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.
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.
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VA
07/31/2021 - Present
Fidelity Personal AND Workplace Advisors (BOWLING GREEN VA)
VA
05/05/2021 - 05/25/2021
AMERIPRISE FINANCIAL SERVICES, LLC (GLEN ALLEN VA)
VA
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (GLEN ALLEN VA)
VA
02/07/2017 - 02/26/2018
SCOTTRADE, INC. (GLEN ALLEN VA)
MI
10/23/2015 - 01/31/2017
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
VA
03/11/2013 - 10/26/2015
DUNCAN-WILLIAMS, INC. (MIDLOTHIAN VA)
VA
01/02/2013 - 03/04/2013
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/19/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
04/18/2008 - 10/27/2009
PFS INVESTMENTS INC. (RICHMOND VA)
OK
06/01/2000 - 07/18/2005
BOSC, INC. (TULSA OK)
TN
03/29/1995 - 05/31/2000
VINING SPARKS (MEMPHIS TN)
TN
03/30/1999 - 10/05/1999
COLLEGE & UNIVERSITY SECURITIES CORPORATION (MEMPHIS TN)
TN
02/01/1996 - 08/08/1996
IBAA SECURITIES CORPORATION (MEMPHIS TN)
NJ
01/29/1996 - 02/01/1996
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
NJ
11/26/1993 - 04/19/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
08/20/1993 - 12/09/1993
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
TN
10/20/1992 - 08/19/1993
VINING-SPARKS IBG, LIMITED PARTNERSHIP (MEMPHIS TN)
NA
08/08/1986 - 07/05/1988
UMIC, INC.
NA
01/29/1986 - 08/11/1986
POWELL & SATTERFIELD, INC.
NA
01/30/1985 - 01/30/1986
BRITTENUM & ASSOCIATES, INC.
NA
12/03/1984 - 01/31/1985
DELTA FINANCIAL INVESTMENT CORPORATION
BOTH
Issued 04/10/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/30/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/28/1986
Series 3 - National Commodity Futures Examination
BC
Issued 11/30/1984
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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