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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 Lehrer is a financial advisor with over 25 years of experience in the industry. Richard is currently registered with Cetera Investment Advisers LLC and is based in Flat Rock, North Carolina. Prior to joining Cetera, Richard was with VOYA FINANCIAL ADVISORS, INC. and Woodbury Financial Services, Inc. Richard holds several professional licenses, including the Series 6, 7, 24, 63, and 65. Richard specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Richard offers fixed fees, hourly charges and a percentage of assets as compensation arrangements.
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
NC
06/29/2023 - Present
Cetera Investment Advisers LLC (Flat Rock NC)
FL
05/25/2001 - 06/11/2021
VOYA FINANCIAL ADVISORS, INC. (TAMPA FL)
MN
06/11/1996 - 05/17/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 05/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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