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.
Berry Financial Securities, LLC
H.d. Vest Advisory Services, Inc.
|Edward Jones||St Louis, MO||Jan 2014 - Current||3|
|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 Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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)
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