Broker Check
Richard Clary

Richard Clary

LPL Investment Advisor Representative

Richard began his career as a financial advisor with UBS Financial Services in 2002. Before joining LPL he worked at Amerprise Financial Services in Richmond, VA. Richard specializes in helping people to set up their individuated retirement plan, focusing on maintaining income and preserving wealth during retirement. He also works with clients who plan to retire early and is knowledgeable in 72-t distributions. Areas of focus include personal finance planning for retirement, retirement plan distribution and retirement income strategies. Prior to his career as a financial advisor Richard worked in pharmaceutical sales for 27 years. He currently hold his Series 7, 63, and 65 registrations through LPL Financial and is a graduate of VMI. Richard is also a recipient of the Five Star Wealth Manager award.

 

 

: Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014/2015/2016/2018/2019 and 2020 Five Star Wealth Managers.