Richard Gault, financial advisor Urbana IL
96 score

Richard Gault

CRD Number: 1032141
Current Firm: Lincoln Investment

Richard Gault (CRD# 1032141) is an Investment Advisor Representative working at Lincoln Investment in Urbana, IL and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lincoln Investment Lombard, IL Dec 2014 - Current 2
Sagepoint Financial, Inc. Champaign, IL Jan 2009 - Dec 2014 5
Aig Financial Advisors, Inc. Champaign, IL Oct 2008 - Jan 2009 < 1
Aig American General Life Insurance Company Champaign, IL Oct 2002 - Oct 2008 6
American General Securities Incorporated Champaign, IL Oct 2002 - Oct 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Richard P. Gault
Phone Number: 215-887-8111
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
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)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
96
Clean Record
This advisor has a clean track record with regulators.

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