RP
Richard M. Page
PAGE FINANCIAL SERVICES
Louisville, KY 40228
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CRD#: 4925264
RP
Professional summary
Richard Mark Page is a registered financial advisor currently at PAGE FINANCIAL SERVICES, LLC located in Louisville, Kentucky.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. 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.
MOBY'S AUTO SPA, LOUISVILLE, KY, CAR-WASH , NOT INVESTED RELATED, PART-OWNER, 2004, 40HRS/MTH, 16 HRS/MTH DURING TRADING, FINANCIAL MATTERS INTEGRITY ACCOUNTING & TAX SERVICES, LLC, LOUISVILLE, KY, ACCTING & TAX SERVICES, NOT INVESTMENT RELATED, PART-OWNER, 2009, 40HRS/ MTH, 16 HRS/MTH DURING TRADING, FINANCIAL MATTERS WAGNER ELECTRIC CO., INC., LOUISVILLE, KY, ELECTRICAL CONTRACTOR, NOT INVESTMENT RELATED, PART-OWNER, 1993, 20HRS/MTH, 12HRS/MTH DURING TRADING, FINANCIAL MATTERS PADUCAH SERVICE CO, INC, PADUCAH, KY, FLOORING SERVICES BUSINESS, NOT INVESTMENT RELATED, PART-OWNER, 1993, 4HRS/MTH, 2HRS/MTH DURING TRADING, FINANCIAL MATTERS TRICLEAN SHEPHERDSVILLE, LLC., SHEPHERDSVILLE, KY, TRICLEAN GLENMARY, LLC., LOUISVILLE, KY, TRICLEAN SPRINGHURST, LLC., LOUISVILLE, KY, TRICLEAN SMYRNA, LLC., LOUISVILLE, KY, TRICLEAN PRESTON, LLC., LOUISVILLE, KY,TRICLEAN LYNDON, LLC., TRICLEAN THIRD STREET, LLC., LOUISVILLE, KY, ALL CAR-WASH BUSINESS, NOT INVESTMENT RELATED, PART-OWNER, 2018, 2HRS/MTH, 0 HRS DURING TRADING,FINANCIAL MATTERS SMYRNA ROAD PLAZA, LLC., LOUISVILLE, KY, COMMERCIAL REAL ESTATE, NOT INVESTMENT RELATED, PART-OWNER, 2007, 7HRS/MTH, 0 HRS DURING TRADING, FINANCIAL MATTERS ACM INVESTMENT COMPANY, LLC., PADUCAH, KY, REAL ESTATE COMPANY, NOT INVESTMENT RELATED, PART-OWNER, 2007, 2HRS/MTH, 0 HRS DURING TRADING, FINANCIAL MATTERS WAGNER INVESTMENTS, LLC, LOUISVILLE, KY, REAL ESTATE COMPANY, NOT INVESTMENT RELATED, PART-OWNER, 2011, 1 HRS/MTH, 0 HRS DURING TRADING, FINANCIAL MATTERS TURNKEY RISK SOLUTIONS, LLC., NEWARK, DE, 1ST PARTY FRAUD TECHNOLOGY, NOT INVESTMENT RELATED, PART-OWNER, 2013, 8HRS/MTH, 1 HOUR/MTH DURING TRADING, FINANCIAL MATTERS TURNKEY RISK SOLUTIONS INTELLECTUAL PROPERTY, LLC., NEWARK, DE, 1ST PARTY FRAUD TECHNOLOGY, NOT INVESTMENT RELATED, PART-OWNER, 2013, 1 HR/MTH, 0 HRS DURING TRADING, FINANCIAL MATTERS EASY LIVING HOMES, LLC., LOUISVILLE, KY, REAL ESTATE CO, NOT INVESTMENT RELATED, PART-OWNER, 2007, 1 HR/MTH, 0 HRS DURING TRADING, FINANCIAL MATTERS SMYRNA ROAD PLAZA II, LLC., LOUISVILLE, KY, COMMERCIAL REAL ESTATE, NOT INVESTMENT RELATED, PART-OWNER, 2013, 5 HRS/MTH, 0 HRS DURING TRADING, FINANCIAL MATTERS 1701 HUNNINGTON PLACE, LLC., LOUISVILLE, KY, REAL ESTATE COMPANY, NOT INVESTMENT RELATED, PART-OWNER, 2015, 2 HRS/MTH, O DURING TRADING, FINANCIAL MATTERS. 9396 BUNSEN PARKWAY, LLC., LOUISVILLE, KY, REAL ESTATE COMPANY, NOT INVESTMENT RELATED, PART-OWNER, 2015, 2 HRS/ MTH, O DURING TRADING, FINANCIAL MATTERS. 1908 LONE OAK ROAD, LLC., PADUCAH, KY, REAL ESTATE COMPANY, NOT INVESTMENT RELATED, PART-OWNER, 2015, 2 HRS/MTH, 0 DURING TRADING, FINANCIAL MATTERS MERRICK INDUSTRIES, INC., LOUISVILLE, KY, HOLDING COMPANY , NOT INVESTMENT RELATED, PART-OWNER, 2018, 8 HRS/MTH, 2 DURING TRADING, FINANCIAL MATTERS MERRICK CONSTRUCTION COMPANIES, INC., LOUISVILLE, KY, SHEET METAL CONSTRUCTION, NOT INVESTMENT RELATED, MEMBER, 2018 8 HRS/MTH, 2 DURING TRADING, FINANCIAL MATTERS 3116 MILLERS LANE LLC, REAL ESTATE COMPANY, NOT INVESTMENT RELATED, MEMBER, 2022, 2 HRS/MTH, 0 DURING TRADING, FINANCIAL MATTERS 3808 RALPH AVE LLC,REAL ESTATE COMPANY, NOT INVESTMENT RELATED, MEMBER, 2022 , 2HRS/MTH, 0 DURING TRADING, FINANCIAL MATTERS SIGNATURE GREEN PROPERTY MANAGEMENT LLC, PROPERTY MGMT, NOT INVESTMENT RELATED, MEMBER 2021 24HRS/MTH, 2 DURING TRADING, FINANCIAL MATTERS BKMP, LLC, REAL ESTATE CO, NOT INVESTMENT RELATED, MEMBER 2019 4HRS/MTH 0 DURING TRADING, FINANCIAL MATTERS BKMP-CATALPA WOODS LLC, REAL ESTATE CO, NOT INVESTMENT RELATED, MEMBER 2022 1HR/MTH 0 DURING TRADING, FINANCIAL MATTERS BKMP TRICLEAN SHEPHERDSVILLE LLC, REAL ESTATE CO, NOT INVESTMENT RELATED, MEMBER 2021, 1 HR/MTH, 0 DURING TRADING, FINANCIAL MATTERS MERRICK PRINTING CO, NOT INVESTMENT RELATED, MEMBER 2023, 2HR/MTH, 0 DURING TRADING, FINANCIAL MATTERS 2218 PLANTSIDE DRIVE, LLC, NOT INVESTMENT RELATED, MEMBER 2024, 1HR/MTH, 0 DURING TRADING, FINANCIAL MATTERS
CRS (Client Relationship Summary) - RIA
Click below to view Richard Mark Page'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®
NoneExperience
Current
January 5, 2012 - Present
PAGE FINANCIAL SERVICES, LLC
Office #1: 8607 Smyrna Parkway Suite 106, Louisville, KY 40228RIA
CRD#: 159957
Louisville, KY
Past
August 10, 2011 - January 3, 2012
COCHRAN & ASSOCIATES, INC.
RIA
CRD#: 156272
CRESTWOOD, KY
Past
March 2, 2005 - June 30, 2011
COOPER MANAGEMENT SERVICE, INC.
RIA
CRD#: 123849
LEXINGTON, KY
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
Kentucky(1/5/2012)
Current Firm
PF
PAGE FINANCIAL SERVICES, LLC
PAGE FINANCIAL SERVICES, LLC
CRD#: 159957 / SEC#:
Kentucky
Registered Investment Advisory firm - (12/12/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8607 Smyrna Parkway Suite 106, Louisville, KY 40228
Mailing Address
Phone number
(502) 905-4152
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 12,503,265 |
Red Flags
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Company Information
PAGE FINANCIAL SERVICES, LLC
CRD#: 159957Louisville, KY 40228TRUST BUT VERIFY
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