Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kasher is a registered representative and investment advisor representative with Independent Financial Group, LLC. Richard has been in the financial services industry since 1994. Richard's current firm, Independent Financial Group, LLC is headquartered in San Diego, CA. Richard has been registered with the firm since 2009. The firm has 503 investment advisor representatives and 519 registered representatives. Independent Financial Group, LLC manages over $6 billion in client assets. Prior to joining Independent Financial Group, LLC, Richard was associated with several other firms including LPL Financial Corporation, Waterstone Financial Group, Inc., Royal Alliance Associates, Inc., NSA Securities Corporation, and Terra Securities Corporation. Richard has passed the Series 7, 63, and 65 securities exams. Richard is registered to conduct business in 27 states.
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.
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.
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
IL
11/09/2009 - Present
Independent Financial Group, LLC (SCHAUMBURG IL)
IL
09/08/2009 - 11/17/2009
LPL FINANCIAL CORPORATION (SCHAUMBURG IL)
IL
05/11/2004 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (SCHAUMBURG IL)
AZ
05/06/2004 - 06/02/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IL
06/05/2001 - 05/13/2004
NSA SECURITIES CORPORATION (SCHAUMBURG IL)
IL
11/29/1994 - 06/01/2001
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IA
Issued 11/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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