Douglas
Richey

Lincoln Financial Securities Corporation

CRD#2858549
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Douglas Richey is a certified financial planner operating out of Pittsburgh, Pennsylvania, who has 17 years of professional experience. Richey currently works for Lincoln Financial Securities Corporation. Their career trajectory has included roles at Summit Wealth Advisors, Lincoln Financial Securities Corporation and Summit Investment Advisors. Richey has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania and Texas. Lincoln Financial Securities Corporation is a registered investment firm based out of Pittsburgh, Pennsylvania. The company has offices in 322 locations and a total of 1,017 financial advisors. It has $3 billion in assets under management across its 13,186 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 23 charitable organizations. Of its 13,186 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees usually are based on the services offered. However, fees billed by Lincoln Financial Securities Corporation can consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

9043 Perry Highway
Pittsburgh, PA 15237

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$2,820,598,874

PA Average: $1,347,246,178
Total Number of Employees

938

PA Average: 46
Total Number of Accounts

14,485

PA Average: 1,775
Average Account Size

$194,726

PA Average: $759,012

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Douglas Richey Work History

Douglas has 17 years of experience.

2008 - Present (11 years)

Lincoln Financial Securities Corporation

2001 - 2012 (11 years)

Summit Wealth Advisors

2001 - 2011 (10 years)

Summit Investment Advisors

Disclosures

Douglas Richey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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