Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Leon Lengacher is a financial advisor at Concourse Financial Group Securities, Inc. based in Goshen, Indiana. Rick has over 20 years of experience in the financial services industry. He is a registered representative and investment advisor representative with Concourse Financial Group Securities, Inc. He is also a licensed insurance agent. Rick is committed to providing his clients with personalized financial advice and guidance. He specializes in retirement planning, college savings, investment management, and insurance planning. Rick is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association (FPA).
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.
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.
1
2
IN
02/16/2017 - Present
Concourse Financial Group Securities, Inc. (Goshen IN)
IN
09/27/2001 - 09/09/2008
PROEQUITIES, INC. (GOSHEN IN)
IN
02/05/2004 - 08/28/2008
MMA SECURITIES, INC. (GOSHEN IN)
BOTH
Issued 02/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2017
Series 24 - General Securities Principal Examination
BC
Issued 11/16/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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