Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Richardson is an investment advisor with over 30 years of experience in the financial services industry. He is registered to provide investment advisory services in multiple states. Robert has a deep understanding of financial markets and has a proven track record of helping clients achieve their financial goals. Robert is associated with Lion Street Advisors, LLC, a firm committed to providing personalized and comprehensive financial planning services. He is a Registered Representative of Lion Street Financial. He currently works from the firm's branch office located in Elgin, IL.
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.
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
IL
08/04/2017 - Present
Lion Street Advisors, LLC (ELGIN IL)
OH
08/06/2012 - 08/04/2017
INDEPENDENCE CAPITAL CO., INC. (PARMA OH)
IL
12/18/2007 - 06/07/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DOWNERS GROVE IL)
IL
09/13/2001 - 09/14/2007
CLARK SECURITIES, INC. (DEERFIELD IL)
MN
01/20/1993 - 06/08/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
02/16/2001 - 05/17/2001
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
08/19/1991 - 12/02/1992
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 07/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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