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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 MacBarron is a financial advisor with over 39 years of experience. Richard is currently registered with Osaic Wealth, Inc., a firm with over 43,000 clients and over $94 billion in assets under management. Richard specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Richard has earned the Certified Financial Planner and Chartered Financial Consultant designations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (IRVINE CA)
IN
09/17/1999 - 06/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
05/26/1992 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
CT
06/19/1983 - 05/20/1992
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 11/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/1994
Series 24 - General Securities Principal Examination
BC
Issued 08/19/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1980
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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