Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Leblanc is a financial advisor with over 8 years of experience in the financial services industry. Richard is a Registered Representative with Gallagher Fiduciary Advisors, LLC and is also an Investment Advisor Representative with both Gallagher Fiduciary Advisors, LLC and Compass Point Retirement Planning, Inc. Richard has a broad range of experience in financial planning, portfolio management, and insurance. Richard is committed to providing personalized financial advice to help his 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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d misc. for explanation
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
MA
08/01/2023 - Present
Gallagher Fiduciary Advisors, LLC (Wakefield MA)
MA
07/20/2023 - 08/23/2024
TRIAD ADVISORS LLC (Wakefield MA)
MA
11/02/2017 - 07/14/2023
INDEPENDENT FINANCIAL GROUP, LLC (Wakefield MA)
MA
04/08/2016 - 11/10/2017
NATIONAL PLANNING CORPORATION (WAKEFIELD MA)
IA
Issued 07/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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