Phil Richard Email & Phone Number
Licensed Financial Specialist @ Allstate Financial Services, LLC
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Phil Richard Location
- Sylvania, OH, US
Phil Richard Work
- Licensed Financial Specialist @ (September 2015 - Present)
- Investment Advisor Representative @ Voya Financial Advisors (September 2014 - August 2015)
- Investment Advisor Representative @ (May 2012 - September 2014)
- financial advisor @ (May 2009 - April 2012)
- sales @ (January 2007 - January 2009)
- President @ PR Transportation, Inc. (January 1991 - January 2007)
- sales and mgmt. @ Gene Richard & Sons (January 1980 - January 1991)
Phil Richard Education
- University of Toledo
BA (Business Adm.)
1976-1980 - Sylvania H.S. 1973-1976
Phil Richard Skills
- Series 6
- 401k
- Retirement Planning
- Investments
- Fixed Annuities
- Retirement
- Estate Planning
- Securities
- Life Insurance
- Sales
- Disability Insurance
- Mutual Funds
- Insurance
- Long-term Care
- Finance
- Portfolio Management
- Management
- Program Management
- Public Speaking
- Long Term Care
- Financial Analysis
Phil Richard Summary
- Phil Richard, based in Sylvania, OH, US, is currently a Licensed Financial Specialist at Allstate Financial Services, LLC. Phil Richard brings experience from previous roles at Voya Financial Advisors, ING Financial Partners, Creative Financial Partners and Payak-Dubbs Insurance Agency Inc. Phil Richard holds a 1976 - 1980 BA in Business Adm. @ University of Toledo. With a robust skill set that includes Series 6, 401k, Retirement Planning, Investments, Fixed Annuities and more. Phil Richard has 2 emails and 3 mobile phone numbers on RocketReach.
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