Richard LundyCRD 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 3 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Principal Securities, Inc.
Berry Financial Securities, LLC
|Edward Jones||St Louis, MO||Jan 2014 - Current||4|
|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|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- 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)