Rich Balkcom

Rich Balkcom Email and Phone Number

CEO, Founder, Business Development at BAI Financial @ BAI Financial
trinity, florida, united states
Rich Balkcom's Location
New Port Richey, Florida, United States, United States
Rich Balkcom's Contact Details

Rich Balkcom personal email

n/a
About Rich Balkcom

Rich had over 50 years of experience providing Financial Guidance with LPL, , Merrill Lynch, MetLife, Phoenix Home Life, New England Financial and an employee benefit counselor for telecommunication employees. He provided financial guidance services to universities, public schools, telecommunications and health care organizations among many clients. In 2020he implemented his succession plan transition from an advisor to business development.Rich is a resident of Trinity FL. He has three children and enjoys spending time with his family and grandchildren. He is a founding member of the Trinity Rotary and is extremely active and supportive of his community. He has chaired and served on several non-profit boards of directors.

Rich Balkcom's Current Company Details
BAI Financial

Bai Financial

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CEO, Founder, Business Development at BAI Financial
trinity, florida, united states
Website:
baiplan.com
Employees:
3
Rich Balkcom Work Experience Details
  • Bai Financial
    Ceo
    Bai Financial 1985 - Present
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  • Lpl Financial
    Associate
    Lpl Financial Jun 2013 - Present
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  • New England Financial
    Financial Advisor And Financial Representative
    New England Financial 1993 - 2013
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  • Phoenix Home Life
    Registered Rep And Employee Benefit Counselor
    Phoenix Home Life 1980 - 1993
  • Metlife
    Manager
    Metlife 1976 - 1980
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  • Metlife
    Representative
    Metlife 1974 - 1976
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  • Merrill Lynch
    Operations
    Merrill Lynch 1966 - 1974
    View

Rich Balkcom Skills

Financial Counseling Employee Benefits Estate Planning Retirement Securities Investments Fixed Annuities Retirement Planning Insurance Mutual Funds Financial Advisory Finance Asset Allocation Investment Advisory Financial Services Asset Management Series 63 Series 7 Portfolio Management Strategic Financial Planning Wealth Management Financial Risk 401k Finra Financial Accounting

Rich Balkcom Education Details

Frequently Asked Questions about Rich Balkcom

What company does Rich Balkcom work for?

Rich Balkcom works for Bai Financial

What is Rich Balkcom's role at the current company?

Rich Balkcom's current role is CEO, Founder, Business Development at BAI Financial.

What is Rich Balkcom's email address?

Rich Balkcom's email address is ri****@****lan.com

What is Rich Balkcom's direct phone number?

Rich Balkcom's direct phone number is +181337*****

What schools did Rich Balkcom attend?

Rich Balkcom attended Bryant University.

What are some of Rich Balkcom's interests?

Rich Balkcom has interest in Family, Children, Economic Empowerment, Traveling, Golfing, Sports.

What skills is Rich Balkcom known for?

Rich Balkcom has skills like Financial Counseling, Employee Benefits, Estate Planning, Retirement, Securities, Investments, Fixed Annuities, Retirement Planning, Insurance, Mutual Funds, Financial Advisory, Finance.

Who are Rich Balkcom's colleagues?

Rich Balkcom's colleagues are Rick Balkcom, Judith Balkcom, Geoff Balkcom.

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