Richard Lundy, financial advisor North Myrtle Beach SC
89 score

Richard Lundy

CRD Number: 6294597
Current Firm: Edward Jones

Richard Lundy (CRD# 6294597) is an Investment Advisor Representative working at Edward Jones in North Myrtle Beach, SC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2014 - Current 2
Garber Gray Enterprises Atlanta, GA Apr 2012 - Jan 2014 1
Unemployed Little River, SC Sep 2011 - Apr 2012 < 1
Chick-fil-a North Myrtle Beach North Myrtle Beach, SC Aug 2001 - Sep 2011 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Richard E. Lundy
Phone Number: 314-515-2000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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