Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lord is a financial advisor at Truist Advisory Services, Inc., specializing in providing comprehensive financial advice to individuals and businesses. Richard has been in the industry since 1993. His experience includes working with clients across various stages of life, helping them reach their financial goals. Richard is dedicated to building strong client relationships and providing personalized guidance.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
PA
02/17/2021 - Present
Truist Advisory Services, Inc. (ALLENTOWN PA)
VA
03/08/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
01/21/2005 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (WYOMISSING PA)
PA
10/05/1998 - 02/07/2005
PENN SECURITIES, INC. (WYOMISSING PA)
MN
12/15/2004 - 12/16/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MO
09/11/1996 - 09/14/1998
FIRST CLEARING CORPORATION (ST. LOUIS MO)
NA
12/06/1991 - 06/03/1998
MERIDIAN SECURITIES, INC.
BOTH
Issued 4/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/9/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/4/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/1/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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