Richard E. Eddy
Professional summary
Richard Elbert Eddy, CFP®, who also goes by Richard Eddy, Dick Eddy, is a registered financial advisor currently at LAKE PARK ADVISORS located in Johnson City, Tennessee.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Richard has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Elbert Eddy's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
October 9, 2015 - Present
LAKE PARK ADVISORS
Office #1: 4718 Lake Park Drive Suite 1, Johnson City, TN 37615January 19, 1999 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
January 19, 1999 - September 11, 2000
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/9/2015)
Exams
Current Firm
LAKE PARK ADVISORS
CRD#: 269941 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 131 |
| AUM (Assets Under Management) | $ 21,653,000 |
Red Flags
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Company Information
LAKE PARK ADVISORS
CRD#: 269941Johnson City, TN 37615TRUST BUT VERIFY
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