Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lloyd Kennedy is a financial advisor with over 30 years of experience in the industry. Richard is registered with Lincoln Investment and Capital Analysts. Richard Kennedy is also a Certified Financial Planner™ professional. Richard Kennedy has a strong track record of providing financial advice to individuals, families, and businesses. Richard Kennedy specializes in financial planning, retirement planning, college savings planning, and investment management. Richard Kennedy is committed to helping clients achieve their financial goals.
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.
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
PA
08/03/2011 - Present
Lincoln Investment (FORT WASHINGTON PA)
BC
Issued 06/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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