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RP

Richard M. Page

PAGE FINANCIAL SERVICES
Louisville, KY 40228
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

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®
None

Experience

Current

January 5, 2012 - Present

PAGE FINANCIAL SERVICES, LLC

Office #1: 8607 Smyrna Parkway Suite 106, Louisville, KY 40228
RIA
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/10/2005
Uniform Investment Adviser Law Examination

Current Firm

PF
PAGE FINANCIAL SERVICES, LLC
PAGE FINANCIAL SERVICES, LLC

CRD#: 159957 / SEC#:

Kentucky
Registered Investment Advisory firm - (12/12/2011 Approved)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts13
AUM (Assets Under Management)$ 12,503,265

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

PAGE FINANCIAL SERVICES, LLC

CRD#: 159957Louisville, KY 40228

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