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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 Linsday is a financial advisor with LPL Financial LLC. Richard has been in the financial services industry for over 38 years and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Richard holds several professional designations, including the Chartered Financial Consultant designation. He is also registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 63, Series 26, and Series 2 license. Richard is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. He offers a variety of financial services, including financial planning, investment management, and retirement planning.
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.
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2
CA
11/12/2021 - Present
LPL Financial LLC (WESTLAKE VILLIAGE CA)
CA
06/28/2013 - 06/25/2019
AMERIPRISE FINANCIAL SERVICES, INC. (WESTLAKE VILLAGE CA)
CA
06/12/2001 - 07/03/2013
METLIFE SECURITIES INC. (WOODLAND HILLS CA)
CA
06/12/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WESTLAKE VILLAGE CA)
CT
11/03/1994 - 06/01/2001
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MA
05/16/1991 - 08/14/1996
MANEQUITY, INC. (BOSTON MA)
IN
05/22/1991 - 11/16/1994
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
MA
07/29/1988 - 03/20/1991
MUTUAL SERVICE CORPORATION (BOSTON MA)
MN
07/31/1989 - 02/22/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/31/1989 - 02/22/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
07/27/1988 - 08/10/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/15/1983 - 03/26/1988
MANEQUITY, INC.
NA
06/19/1983 - 09/30/1985
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 04/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1973
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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