Richard Graham (CRD# 1701736) is an Investment Advisor Representative working at Lifecare Retirement Solutions Inc. in New Castle, IN and has over 36 years of experience in the finance industry. Richard Graham 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# 2756288
Edward Jones
CRD# 2675542
Stifel, Nicolaus & Company, Incorporated
CRD# 1527215
Lincoln Investment
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifecare Retirement Solutions, Inc. | New Castle, IN | Jan 2018 - Current | 6 |
| Redclaw Crayfish Usa, LLC | New Castle, IN | Jan 2017 - Current | 7 |
| Asea | New Castle, IN | Aug 2016 - Current | 7 |
| Lifecare Retirement Solutions | Indianapolis, IN | Jan 2009 - Current | 15 |
| Richard B. Graham, Sole Proprietor | New Castle, IN | Apr 1989 - Current | 35 |
| Gradient Advisors, LLC | Arden Hills, MN | Apr 2017 - Dec 2017 | < 1 |
| Vantage Advisors LLC | Raleigh, NC | Oct 2010 - Mar 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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