Lpl Investment Advisor Representative
Current
Nov 2018 - Present
AeroLeads people directory · profile
Stacey Richards Chfc® Email & Phone Number
LPL Investment Advisor Representative
at
FINANCIAL PLANNING RESOURCES, INC.
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
LPL Investment Advisor Representative
Location
Broken Arrow, Oklahoma, United States
Company size
Who is Stacey Richards Chfc®? Overview
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Quick answer
Stacey Richards Chfc® is listed as LPL Investment Advisor Representative at FINANCIAL PLANNING RESOURCES, INC., a company with 8 employees, based in Broken Arrow, Oklahoma, United States. AeroLeads shows a matched LinkedIn profile for Stacey Richards Chfc®.
Stacey Richards Chfc® previously worked as LPL Registered Administrative Assistant at Financial Planning Resources, Inc. and Sr Customer Service Rep- Annuities at Metlife. Stacey Richards Chfc® holds Finance And Financial Management Services from The American College Of Financial Services.
Company email context
Email format at FINANCIAL PLANNING RESOURCES, INC.
This section adds company-level context without repeating Stacey Richards Chfc®'s masked contact details.
FINANCIAL PLANNING RESOURCES, INC.
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Profile bio
About Stacey Richards Chfc®
As a Financial Professional, I have a passion to help people navigate through the financial roadmap of life. Securities and financial planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Current workplace
Stacey Richards Chfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Financial Planning Resources, Inc.
4 roles
Stacey Richards Chfc® work experience
A career timeline built from the work history available for this profile.
Lpl Registered Administrative Assistant
Apr 2017 - Nov 2018
Sr Customer Service Rep- Annuities
Series 6 Limited Representative, Product and Variable Contracts
Sep 2015 - Apr 2017
Billing Clerk
Creek County Sheriff Office
Apr 2012 - Sep 2015
Team & coworkers
Colleagues at FINANCIAL PLANNING RESOURCES, INC.
Other employees you can reach at f-p-r.com. View company contacts for 8 employees →
ZM
Zac Miller, Aams®
Colleague at Financial Planning Resources, Inc.
Norman, Oklahoma, United States, United States
View →
GP
Gayle Peltier
Colleague at Financial Planning Resources, Inc.
Tulsa, Oklahoma, United States, United States
View →
PK
Patricia Kennedy
Colleague at Financial Planning Resources, Inc.
Bristow, Oklahoma, United States, United States
View →
Zac Miller, Aams®
Colleague at Financial Planning Resources, Inc.
Norman, Oklahoma, United States, United States
View →
GP
Gayle Peltier
Colleague at Financial Planning Resources, Inc.
Tulsa, Oklahoma, United States, United States
View →
PK
Patricia Kennedy
Colleague at Financial Planning Resources, Inc.
Bristow, Oklahoma, United States, United States
View →
3 education records
Stacey Richards Chfc® education
Finance And Financial Management Services
Diploma
Graduated Muskogee High School
Basic Courses, Business Administration And Management, General, Presidents Honor Roll
FAQ
Frequently asked questions about Stacey Richards Chfc®
Quick answers generated from the profile data available on this page.
What company does Stacey Richards Chfc® work for?
Stacey Richards Chfc® works for FINANCIAL PLANNING RESOURCES, INC..
What is Stacey Richards Chfc®'s role at FINANCIAL PLANNING RESOURCES, INC.?
Stacey Richards Chfc® is listed as LPL Investment Advisor Representative at FINANCIAL PLANNING RESOURCES, INC..
Where is Stacey Richards Chfc® based?
Stacey Richards Chfc® is based in Broken Arrow, Oklahoma, United States while working with FINANCIAL PLANNING RESOURCES, INC..
What companies has Stacey Richards Chfc® worked for?
Stacey Richards Chfc® has worked for Financial Planning Resources, Inc., Metlife, and Creek County Sheriff Office.
Who are Stacey Richards Chfc®'s colleagues at FINANCIAL PLANNING RESOURCES, INC.?
Stacey Richards Chfc®'s colleagues at FINANCIAL PLANNING RESOURCES, INC. include Zac Miller, Aams®, Gayle Peltier, and Patricia Kennedy.
How can I contact Stacey Richards Chfc®?
You can use AeroLeads to view verified contact signals for Stacey Richards Chfc® at FINANCIAL PLANNING RESOURCES, INC., including work email, phone, and LinkedIn data when available.
What schools did Stacey Richards Chfc® attend?
Stacey Richards Chfc® holds Finance And Financial Management Services from The American College Of Financial Services.
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