Richard Lagasse (CRD# 1323012) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bowling Green, VA and has over 16 years of experience in the finance industry. Richard Lagasse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5756796
Equitable Advisors, LLC
CRD# 2947755
Primerica Advisors
CRD# 1349581
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Bowling Green, VA | Jun 2021 - Current | 2 |
| Ameriprise Financial Services, LLC | Glen Allen, VA | May 2021 - May 2021 | < 1 |
| Unemployed | Bowling Green, VA | Jan 2021 - Apr 2021 | < 1 |
| Td Ameritrade, Inc. | Midlothian, VA | Feb 2018 - Jan 2021 | 2 |
| Td Ameritrade Investment Management, LLC | Omaha, NE | Feb 2018 - Dec 2020 | 2 |
| Scottrade, Inc. | Richmond, VA | Feb 2017 - Feb 2018 | 1 |
| Multi-bank Securities, Inc. | Southfield, MI | Oct 2015 - Jan 2017 | 1 |
| Duncan-williams, Inc. | Memphis, TN | Mar 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- TX
- VA
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
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