Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Hale Phelan is a financial advisor currently registered with Lincoln Financial Distributors, Inc. in Fort Wayne, Indiana. Richard has been in the industry since 2005 and holds the Series 7, Series 66 and SIE licenses. Richard has been with Lincoln Financial Advisors Corporation previously and has also worked with T. Rowe Price Investment Services, Inc.
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.
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.
1
2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
03/22/2016 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
FL
11/09/2009 - 08/28/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (INDIALANTIC FL)
FL
02/18/2005 - 07/17/2009
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 06/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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