Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard John Martin has been a registered representative in the securities industry since July 26, 1988. Richard is a Certified Financial Planner™ professional and is currently registered with LPL Financial LLC in Ohio and Texas. Richard has prior experience with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, SunAmerica Securities, Inc., and Southmark Financial Services, Inc. Richard has held multiple licenses and registrations, including Series 6, 7, 22, 24, and 63. Richard's experience includes providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Richard also provides investment advisory services to corporations, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
1
2
OH
08/30/2021 - Present
LPL Financial LLC (WESTERVILLE OH)
OH
06/26/1990 - 08/31/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (COLUMBUS OH)
IN
06/26/1990 - 06/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
06/18/1989 - 02/27/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
07/26/1988 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 03/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/25/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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