Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Minton Flah has been in the financial services industry since August 7, 1982. Richard is currently registered with Lion Street Financial, LLC and is located in Palm Beach Gardens, Florida. Prior to joining Lion Street Financial, LLC, Richard was employed by KESTRA INVESTMENT SERVICES, LLC. Richard has a series 6, Series 63, and Series 65 licenses. Richard has passed the SIE Exam.
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.
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.
1
2
FL
03/27/2020 - Present
Lion Street Financial, LLC (PALM BEACH GARDENS FL)
FL
09/24/1997 - 03/28/2020
KESTRA INVESTMENT SERVICES, LLC (Palm Beach Gardens FL)
IN
08/07/1991 - 09/12/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
08/18/1997 - 09/09/1997
PARTNERS SECURITIES, INC.
MN
08/12/1992 - 08/28/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
IN
08/07/1991 - 08/21/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
05/17/1989 - 04/04/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
07/28/1982 - 12/31/1989
G. R. PHELPS & CO., INC.
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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