Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Thaddeus Lincoln is a financial advisor with over 27 years of experience in the industry. Richard is currently registered as an Investment Advisor Representative (IAR) with Prosperity Capital Advisors. Richard's career spans various roles, including time spent at OSAIC WEALTH, INC., Woodbury Financial Services, Inc., Cambridge Investment Research, Inc., and United Planners’ Financial Services of America A Limited Partner. Richard is a Certified Financial Planner and holds several licenses, including Series 6, 7, 26, 63 and 65.
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.
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.
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
OH
03/08/2024 - Present
Prosperity Capital Advisors (WESTLAKE OH)
MO
01/19/2024 - 03/05/2024
OSAIC WEALTH, INC. (PARKVILLE MO)
MO
06/14/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PARKVILLE MO)
KS
10/22/2013 - 06/29/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
07/12/2013 - 10/25/2013
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (OVERLAND PARK KS)
KS
10/12/2001 - 07/19/2013
NYLIFE SECURITIES LLC (OVERLAND PARK KS)
MA
08/23/1999 - 10/09/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/23/1999 - 10/09/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
08/06/1996 - 09/03/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 01/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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