Unclaimed
Richard Sentnor is a financial advisor with over 20 years of experience in the industry. Richard is currently registered with LPL Financial LLC and Advisory Resource Group, LLC in Massachusetts and Texas. Richard has a wide range of experience and specializes in working with high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Richard is committed to providing his clients with personalized financial advice and services to help them 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.
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.
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2
MA
01/26/2023 - Present
LPL Financial LLC (HANSON MA)
MA
01/02/2015 - 05/28/2015
METLIFE SECURITIES INC. (HANSON MA)
MA
02/22/2013 - 01/02/2015
NEW ENGLAND SECURITIES (HANSON MA)
MA
09/01/2009 - 02/26/2013
FIRST HEARTLAND CAPITAL, INC. (HANSON MA)
MA
01/31/2006 - 09/11/2009
NEXT FINANCIAL GROUP, INC. (HANSON MA)
TN
01/02/2004 - 01/31/2006
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MA
02/13/2002 - 12/31/2003
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
RI
12/22/2000 - 11/29/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 02/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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