| Advisor Profile |
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| Name: |
Richard Faraone, CFP® |
| Phone Number: |
(703) 873-7509 |
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| Disclaimer |
Richard Faraone is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered by Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
CRN200812-2024418 |
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Business Description |
I help clients achieve their financial goals through comprehensive planning solutions in the areas of estate, insurance and investment management strategies.
My typical clients are intelligent and successful people who desire a high degree of service and personal contact. In order to meet that expectation, I can only work with a limited number of new clients each year.
An initial consultation (N/C) will help prospective clients determine if we are good fit to work together and if I am the right advisor to help them achieve their financial goals and objectives. |
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General Information |
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| Insurance License#: |
RPI66970
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| Name of Broker/Dealer: |
Lincoln Financial Advisors
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| States Licensed in: |
MD, DC, VA, FL , PA, NC, SC, DE
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| Years of Experience in Financial Services: |
12
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| Number of Years with Current Firm: |
6
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| I work with the following types of clients: |
Individual Investors, Business Owners
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Education |
| Academic Background |
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| BS, Business Administration - University of Delaware |
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Services |
| Investment Types: |
Stocks, Annuities, Mutual Funds, Alternative Investments, Real Estate Investment Trusts, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Practioner
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| Securities Licenses: |
Series 65, Series 7, Series 63
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| Insurance and Annuity Licenses: |
Health, Annuity, Disability Income, Long Term Care, Life
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| Financial Organization Memberships: |
Society of Financial Services Professionals
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Firm Information |
| Number of Advisors in Office: |
Over 1000 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Compensation Methods: |
Flat Fee
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| Fee % Based on Assets: |
1%
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| Prepared By: |
Richard Faraone, CFP® |
Frequently Asked Questions |
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