Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Davenport is a financial advisor with over 20 years of experience in the industry. Richard is currently registered with Lakeshore Financial Planning Inc. Richard has held previous registrations with Raymond James Financial Services, Inc. and Pruco Securities Corporation. Richard is Series 6, 7, 63, and 65 licensed. Richard specializes in providing financial advice to high-net-worth individuals and other individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
01/01/2025 - Present
Lakeshore Financial Planning Inc. (SAINT CLAIR SHORES MI)
MI
01/19/1999 - 12/31/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. CLAIR SHORES MI)
NJ
03/31/1998 - 12/15/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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