Richard Smith, financial advisor Pittsburgh PA
93 score

Richard Smith

CRD Number: 5630373
Current Firm: Lincoln Financial Advisors Corporation

Richard Smith (CRD# 5630373) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Pittsburgh, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Pittsburgh, PA Nov 2015 - Current 1
Metlife Securities Inc. Delmont, PA Jan 2009 - Nov 2015 6
Canon Business Solutions Inc. Moon Twp, PA Mar 2007 - Jan 2009 1
Unemployed Turtle Creek, PA Jan 2007 - Mar 2007 < 1
Tuscany Financial Inc. Aspinwall, PA Aug 2006 - Jan 2007 < 1
Davison Design And Development Pittsburgh, PA Apr 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Richard J. Smith
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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