Richard Taborda

LBT WEALTH MANAGEMENT

Iselin, NJ

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CRD#: 1970810

Professional summary

Richard Taborda, CFP®, CIMA® is a registered financial advisor currently at LBT WEALTH MANAGEMENT, LLC located in Iselin, New Jersey and WEALTH MORE ENTERPRISE, INC. located in South Amboy, New Jersey.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Richard has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Taborda's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

CIMA^®

Certified Investment Management Analyst

Experience

Current

October 26, 2010 - Present

LBT WEALTH MANAGEMENT, LLC

RIA

CRD#: 155340

Iselin, NJ

Current

January 15, 2026 - Present

WEALTH MORE ENTERPRISE, INC.

RIA

CRD#: 324763

South Amboy, NJ

Past

August 29, 2024 - December 31, 2025

WEALTH MORE ENTERPRISE, INC.

RIA

CRD#: 324763

S.Amboy, NJ

Past

May 9, 2022 - December 31, 2022

FREEMAN CAPITAL ADVISORS

RIA

CRD#: 300025

Iselin, NJ

Past

August 15, 2019 - December 31, 2019

FREEMAN CAPITAL ADVISORS

RIA

CRD#: 300025

Iselin, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(10/26/2010)

IAR

Texas
(5/2/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/15/2010

Uniform Investment Adviser Law Examination

Current Firm

LBT WEALTH MANAGEMENT, LLC

CRD#: 155340 / SEC#:

New Jersey

Registered Investment Advisory firm - (10/26/2010 Approved)

Texas

Registered Investment Advisory firm - (5/2/2017 Conditional Restricted)

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Contact information

Main Address

Iselin, NJ

Mailing Address

33 Wood Ave. South, Suite 600 Suite 600, Iselin, NJ 08830

Phone number

(732) 479-1730

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	109
AUM (Assets Under Management)	$ 9,660,061

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Richard Taborda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Taborda's CRS (Customer Relationship Summary).

Certified licenses

Experience

LBT WEALTH MANAGEMENT, LLC

WEALTH MORE ENTERPRISE, INC.

WEALTH MORE ENTERPRISE, INC.

FREEMAN CAPITAL ADVISORS

FREEMAN CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2010

Current Firm

LBT WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LBT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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