Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Fletcher is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Richard has been in the financial services industry since 1989. Richard has a broad range of experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and retirement plans. Richard holds the Series 6, 7, 63, and 65 licenses. In addition to his role with LPL Financial LLC, Richard also works as a Financial Advisor with Old National Bank. Richard is licensed to provide investment advice in Indiana, California, Florida, Kentucky, Nevada, North Carolina, and Ohio.
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
IN
01/01/2010 - Present
LPL Financial LLC (MUNCIE IN)
IN
05/12/2006 - 12/01/2009
INVEST FINANCIAL CORPORATION (MUNCIE IN)
ME
01/04/2000 - 05/02/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (WATERVILLE ME)
ME
03/23/1994 - 12/31/1999
NLBS ADVISERS, INC. (WATERVILLE ME)
NY
10/03/1989 - 04/06/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
09/29/1989 - 04/06/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
ME
12/13/1988 - 08/17/1989
NEW LIFE BROKERAGE SERVICES, INC. (WATERVILLE ME)
IA
Issued 05/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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