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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 March 1993. Richard has a total of 56 years of experience in the securities industry, including broker-dealer and investment advisory experience. Richard's previous employers include Ameriprise Financial Services, LLC, TD Ameritrade, Inc., Scottrade, Inc., Multi-Bank Securities, Inc., Duncan-Williams, Inc., BB&T Securities, LLC, Scott & Stringfellow, LLC, PFS Investments Inc., BOSC, Inc., Vining Sparks, College & University Securities Corporation, IBAA Securities Corporation, Paragon Capital Corporation, PaineWebber Incorporated, Corporate Securities Group, Inc., Vining-Sparks IBG, Limited Partnership, UMIC, Inc., Powell & Satterfield, Inc., Brittenum & Associates, Inc., and Delta Financial Investment Corporation. Richard has a CFP designation.
BOWLING GREEN, VA
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.
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Personalized portfolio management to meet individual financial objectives.
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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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2
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 4/10/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 6/3/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/16/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/30/2011
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 4/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 4/28/1986
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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