Richard Gates Email & Phone Number
Vice President, Regional Wealth Consultant @ LPL Financial
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Richard Gates Location
- Chicago, IL, US
Richard Gates Work
- 2017 -now Vice President, Regional Wealth Consultant @
- 2012 -2016 Regional Director @ Loring Ward Investments
- 2010 -2012 Regional Planning Specialist @
- 2008 -2010 Regional Consultant - Wealth Management @
- 2007 -2008 Senior Practice Development Manager @
- 2002 -2007 Regional Planning Specialist @
- 2000 -2002 Internal Planning Specialist @
- 1999 -2000 Financial Analyst Associate @ Scudder Investments
- 1997 -1999 Sales Support Specialist @ Scudder Investments
Richard Gates Education
- Washington State University
Bachelor of Science (BS) (Chemical Engineering)
1994-1997 - Central Washington University
Bachelor of Arts (B.A.) (Business Administration and Management, General)
1988-1992
Richard Gates Skills
- Financial Planning
- Practice Management
- Business Relationship Management
- Business Development
- Marketing
- Portfolio Management
- Wealth Management
- Strategic Financial Planning
- Financial Management Strategies
- Consultative Selling
- Continual Process Improvements
- Team Leadership
- Strategic Planning and Analysis
- Project/Program Management
- Relationship Development
- Financial Services
- Asset Management
- Sales and Marketing Strategies
- Training and Development
- Asset Allocation
- Finance
- Financial Advisory
- Fixed Annuities
- Investment Advisory
- Investments
- Management
- Mutual Funds
- Retirement Planning
Richard Gates Summary
- Richard Gates, based in Chicago, IL, US, is currently a Vice President, Regional Wealth Consultant at LPL Financial. Richard Gates brings experience from previous roles at Loring Ward Investments, Genworth Financial Sercurities, Genworth Financial and Buckingham Asset Management. Richard Gates holds a 1994 - 1997 Bachelor of Science (BS) in Chemical Engineering @ Washington State University. With a robust skill set that includes Financial Planning, Practice Management, Business Relationship Management, Business Development, Marketing and more. Richard Gates has 5 emails and 2 mobile phone numbers on RocketReach.
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