Richard Halverson (CRD# 7802596) is an Investment Advisor Representative working at Lpl Financial LLC in Brunswick, GA and has 1 year of experience in the finance industry.
CRD# 5108000
Newedge Advisors
CRD# 6710249
Raymond James & Associates, Inc.
CRD# 2957249
Abw, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Brunswick, GA | Aug 2023 - Current | < 1 |
Triangle Renovations | Alpharetta, GA | Jul 2022 - Sep 2023 | 1 |
Halverson Rei Analytics, LLC | Atlanta, GA | Jan 2022 - Jul 2022 | < 1 |
Foundations Realty Group | Athens, GA | Nov 2020 - Jan 2022 | 1 |
University Of Georgia | Athens, GA | Jan 2019 - Dec 2021 | 2 |
Peterson Logistics | Atlanta, GA | Apr 2020 - Aug 2020 | < 1 |
Foundations Realty Group | Alpharetta, GA | May 2019 - Aug 2019 | < 1 |
Catch 228 Oyster Bar & Grill | Saint Simons Island, GA | Aug 2015 - Jul 2019 | 3 |
Georgia Southern University | Statesboro, GA | Sep 2017 - Dec 2018 | 1 |
Sea Island Company | Sea Island, GA | Aug 2016 - Dec 2018 | 2 |
John Huck Construction, LLC | Sea Island, GA | May 2018 - Aug 2018 | < 1 |
Glynn Academy | Brunswick, GA | Aug 2013 - May 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- GA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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