AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
Richard Lester Eckhoff

Richard L. Eckhoff

Some features on this profile are disabled
CRD#: 838275
Richard Lester Eckhoff

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Lester Eckhoff, CFP®, who also goes by Richard L. Eckhoff Cfp, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1977. Richard had worked at 8 firms and has passed the Series 66, Series 63, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 27, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard L. Eckhoff Cfp

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.
OBA #1: NETWORK 1 FINANCIAL ASSURANCE,CORP. PRESIDENT. INVESTMENT-RELATED. THE GALLERIA, 2 BRIDGE AVE., STE. 241, RED BANK, NJ 07701.NATURE OF OBA:INSURANCE. START DATE. 9/2004. 10 HOURS/MONTH DURING SECURITIES TRADING HOURS. ZERO HOURS/MONTH DURING NON-TRADING HOURS. DUTIES: SELL/SERVICE INSURANCE AND ANNUITIES. OBA #2: MONMOUTH INVESTMENT ADVISORS, LLC-INVESTMENT. 1177 W. FRONT ST., LINCROFT, NJ 07738. INVESTMENT RELATED-REGISTERED INVESTMENT ADVISOR-PRESIDENT & OWNER. START DATE: 9/14/2004. APPROX. 80 HOURS/MONTH DURING SECURITIES TRADING HOURS. DUTIES: RIA FOR FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES. OBA #3: WD CLEARING CORP., THE GALLERIA, 2 BRIDGE AVENUE, SUITE 241, RED BANK, NJ 07701. START DATE: 5/30/2017. INVESTMENT-RELATED. NATURE OF BUSINESS: INVESTMENT IN CLEARING FIRM. POSITION/TITLE: SECRETARY, TREASURER. DUTIES: BOOKS AND RECORDS. HOURS DEVOTED PER MONTH DURING TRADING HOURS: 5. HOURS DEVOTED PER MONTH DURING NON-TRADING HOURS: 5.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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®

Experience


Past

September 16, 2004 - June 9, 2024

MONMOUTH INVESTMENT ADVISORS, LLC

RIA
CRD#: 132417
LINCROFT, NJ
Past

March 12, 2003 - September 16, 2004

NETWORK 1 FINANCIAL ADVISORS INC.

RIA
CRD#: 121239
RED BANK, NJ
Past

March 28, 1991 - May 7, 2024

NETWORK 1 FINANCIAL SECURITIES INC.

BD
CRD#: 13577
RED BANK, NJ
Past

November 15, 1990 - April 3, 1991

MERIDIAN, DUNHILL & CO., INC.

BD
CRD#: 15294
Past

September 9, 1988 - November 28, 1990

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

June 8, 1988 - August 9, 1988

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
Past

February 2, 1987 - May 28, 1988

SHERWOOD CAPITAL, INC.

BD
CRD#: 10474
Past

June 1, 1977 - January 31, 1987

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/24/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/31/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MI
MONMOUTH INVESTMENT ADVISORS, LLC
MONMOUTH INVESTMENT ADVISORS, LLC

CRD#: 132417 / SEC#:

New Jersey
Registered Investment Advisory firm - (9/16/2004 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Lincroft, NJ
Mailing Address
Phone number
(732) 224-0151
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts32
AUM (Assets Under Management)$ 6,506,740

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


MONMOUTH INVESTMENT ADVISORS, LLC

CRD#: 132417

TRUST BUT VERIFY

Monitor Richard Eckhoff

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics