Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lebel is a financial advisor with over 40 years of experience in the financial services industry. Richard is currently registered with LPL Financial LLC, a large independent broker-dealer and registered investment advisor. Richard has also held positions at Cetera Advisor Networks LLC, VOYA Financial Advisors, Inc., First Citizens Investor Services, Inc., Legg Mason Wood Walker, Incorporated, Raymond James & Associates, Inc., Shearson Lehman Hutton Inc., Rooney, Pace Inc., E. G. Frances Co., Inc., Prudential-Bache Securities Inc., and First Citizens Municipal Corporation. Richard is a Series 65, Series 63, Series 24, Series 8, and Series 7 licensed advisor. Richard is also a registered investment advisor in Georgia, Alabama, Florida, Maryland, North Carolina, South Carolina, and Texas. Richard's areas of specialization include retirement planning, college savings, investment management, and insurance planning.
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.
1
2
GA
07/29/2021 - Present
LPL Financial LLC (MARIETTA GA)
GA
06/09/2021 - 08/02/2021
CETERA ADVISOR NETWORKS LLC (ATLANTA GA)
GA
09/22/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ATLANTA GA)
NC
01/26/1999 - 09/27/2006
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
MD
08/09/1996 - 02/08/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
FL
04/23/1990 - 08/26/1996
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
04/27/1985 - 05/10/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/13/1984 - 05/06/1985
ROONEY, PACE INC.
NA
02/14/1983 - 04/12/1984
E. G. FRANCES CO., INC.
NA
06/02/1982 - 02/24/1983
PRUDENTIAL-BACHE SECURITIES INC.
NA
10/23/1980 - 03/02/1982
FIRST CITIZENS MUNICIPAL CORPORATION
IA
Issued 11/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/06/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Lebel is the right advisor for you? Invested Better is here to help.
