Richard Etling, financial advisor Canton MA

Richard Etling

CRD Number: 1045351
Current Firm: L.m. Kohn & Company

Richard Etling (CRD# 1045351) is an Investment Advisor Representative working at L.m. Kohn & Company in Canton, MA and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
L.m. Kohn & Company Cincinnati, OH Jan 2002 - Current 22
Qpsi Financial Services Canton, MA Jun 1988 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
Contact Info for Richard F. Etling
Phone Number: 513-792-0301
Firm Website: http://www.lmkohn.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,671
    MILLIONS
  • Total Number of Accounts
    5,706
    ACCOUNTS
  • Average Account Value
    $292,883
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

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