Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lynn Lusk is a financial advisor with Osaic Wealth, Inc., a firm with over 43,000 clients and $94 billion in assets under management. Richard has over 40 years of experience in the financial services industry. He has a strong background in portfolio management, financial planning, and investment advisory services. Richard is registered to offer securities in several states, including Alabama, Florida, Georgia, Indiana, Kentucky, Louisiana, Mississippi, and South Carolina.
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
IN
11/02/2018 - Present
Osaic Wealth, Inc. (INDIANAPOLIS IN)
IN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (INDIANAPOLIS IN)
IN
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (INDIANAPOLIS IN)
IN
09/28/1990 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (INDIANAPOLIS IN)
CA
09/28/1990 - 08/01/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
11/28/1980 - 09/17/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 01/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/03/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/17/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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