Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard West is a financial advisor with over 13 years of experience in the financial services industry. Richard is currently registered with LPL Financial LLC, a leading independent broker-dealer. He is also registered as an investment advisor representative in several states. Richard has a wide range of experience in providing financial planning and investment advice to individual clients, families, and businesses. He is also knowledgeable about various investment products, including stocks, bonds, mutual funds, and exchange-traded funds. Richard is committed to helping his clients achieve their financial goals and provide them with personalized service.
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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MA
07/21/2021 - Present
LPL Financial LLC (WESTFORD MA)
NH
11/03/2009 - 07/21/2021
WADDELL & REED (EPPING NH)
BOTH
Issued 11/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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