Richard Lamore (CRD# 2588817) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in East Berlin, CT and has over 29 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Advisors, Inc. | Tampa, FL | May 2023 - Current | < 1 |
| J.w. Cole Financial, Inc. | Tampa, FL | May 2023 - Current | < 1 |
| Boundless Financial Solutions LLC | Newington, CT | Mar 2009 - Current | 15 |
| Woodbury Financial Services, Inc. | Newington, CT | Mar 2019 - May 2023 | 4 |
| Questar Capital Corporation | Minneapolis, MN | Nov 2017 - Mar 2019 | 1 |
| Questar Asset Management | Minneapolis, MN | Dec 2017 - Jul 2018 | < 1 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2017 - Nov 2017 | < 1 |
| Capital Choice Financial Services Inc. | Newington, CT | Mar 2009 - Oct 2017 | 8 |
| Ccf Investments, Inc. | Greensboro, GA | Mar 2009 - Jun 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
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- CT
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- A percentage of assets under your management
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