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Integrated Financial Partners | Financial Advisor in Severna Park ,MD

529 Benfield Road Suite 250
Severna Park, MD 21146

Serve First, Last and Always (sm)


[Compare Richard with other financial advisors in Severna Park, MD]

About

I help individuals and small business owners by providing unique solutions that help you build, preserve and protect your wealth.When you retain Richard Osman and his team at Integrated Financial Partners, Inc. (IFP), you benefit from financial planning and personal service. We take the time to fully understand you and your needs. We provide you with the information, advice and alternatives you need to make decisions about your financial future.We utilize a team approach - anchored by our highly skilled advisors, who are responsible for managing all pertinent aspects of financial planning. Additional support is obtained, when necessary, from local and national teams that consist of industry specialists who have strong technical backgrounds in all areas of financial planning. This business model allows our financial planners a high degree of autonomy so that they can focus solely on assisting clients in helping meet their financial goals. As a company, we believe in providing our clients with clarity and solutions to help meet their financial needs. We believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. CRN: 200710-2008854

20 Years of Experience


  • CRD# 2202368
  • Series 7, 66

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Susan, a Retired School Teacher from New York


General Information
Firm Start Year:   1993
No.of Employees:   2-4
States Licensed in:   MD, AZ, DE, DC, FL, IN, VA, NJ, NY, NC, PA, SC, TN
Number of Years with Current Firm:   4
I work with the following types of clients:   Businesses , Individual Investors


Services
Investment Types:   Annuities , Stocks , Bonds , Options & Futures , Insurance , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Mutual Funds


Qualifications & Memberships
Insurance and Annuity Licenses:   Life , Health
Financial Organization Memberships:   Sagemark Private Wealth Services


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   250,000
Compensation Methods:   Flat Fee , Commissions



FAQs

Richard C. Osman CFP, CLU, ChFC, CASL

Richard C. Osman CFP, CLU, ChFC, CASL

CASL, CERTIFIED FINANCIAL PLANNER™ Certificant, ChFC®, CLU

Office Hours

Mon. 9:00 AM - 7:00 PM
Tue. 9:00 AM - 7:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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Richard C. Osman CFP, CLU, ChFC, CASL

 

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