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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 Chambers is a financial advisor with over 28 years of experience in the industry. Richard is registered with LPL Financial LLC in Pennsylvania and holds a Series 7, Series 63, and Series 65 licenses. Richard has previously worked with U.S. Bancorp Investments, Inc., CUNA Brokerage Services, Inc., and CUSO Financial Services, L.P.. Richard specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and charitable organizations.
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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2
PA
03/08/2023 - Present
LPL Financial LLC (HARRISBURG PA)
OH
11/06/2019 - 03/10/2023
U.S. BANCORP INVESTMENTS, INC. (BRILLIANT OH)
IL
03/24/2017 - 11/25/2019
CUNA BROKERAGE SERVICES, INC. (GURNEE IL)
IL
06/25/2012 - 03/13/2017
CUSO FINANCIAL SERVICES, L.P. (VERNON HILLS IL)
IL
05/31/2012 - 06/13/2012
U.S. BANCORP INVESTMENTS, INC. (FOX LAKE IL)
IL
07/07/2010 - 06/08/2012
CUSO FINANCIAL SERVICES, L.P. (VERNON HILLS IL)
IL
12/21/2005 - 07/06/2010
CUNA BROKERAGE SERVICES, INC. (VERNON HILLS IL)
OH
05/31/2005 - 12/15/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
IA
11/25/2003 - 05/05/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
PA
04/04/2003 - 10/29/2003
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
IA
09/05/2002 - 04/15/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
12/04/1997 - 08/02/2002
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
03/27/1995 - 07/16/1997
GRUNTAL & CO., L.L.C. (NEW YORK NY)
KY
02/08/1994 - 03/14/1995
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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