Unclaimed
Richard Reeves Felker is a financial advisor with over 18 years of experience in the industry. Richard is currently registered with Invicta Capital LLC in Pennsylvania and has previously worked at Frontier Solutions, LLC and Lamon & Stern, Inc. Richard holds Series 7, 22 and 63 licenses as well as the SIE exam. Richard is currently registered in California, Colorado, and Georgia.
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
PA
07/06/2023 - Present
Invicta Capital LLC (OAKMONT PA)
VA
09/12/2013 - 07/05/2023
FRONTIER SOLUTIONS, LLC (RICHMOND VA)
GA
10/05/2011 - 08/29/2013
LAMON & STERN, INC. (ATLANTA GA)
GA
05/20/1998 - 06/30/2004
BALENTINE & COMPANY (ATLANTA GA)
BC
Issued 10/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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