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Richard Lamore
30 Years of Experience
East Berlin, CT
1 DisclosureBrokerSells Insurance
Richard Lamore is a registered investment advisor, based in East Berlin, CT, with 30 years of industry experience.
Location
1224 Mill St, Building B, Suite 115, East Berlin, CT, 06023
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Regulatory History (1)
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Customer Dispute
March 2023Denied
Other Business ActivitiesSells Insurance
Richard is the Owner/Senior Partner and Insurance Agent at Boundless Financial Solutions LLC, overseeing a team of licensed representatives and marketing. He also oversees the insurance business at Boundless Financial Solutions Platinum Service and dedicates about a quarter of his time to it. Richard is also a member of two non-profits focused on financial education.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
May 2023 - Present · 3 yrs
J.W. Cole Financial, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Woodbury Financial Services, INC.
September 2021 - May 2023 · 1 yr 8 mos
Woodbury Financial Services, INC.Broker
March 2019 - May 2023 · 4 yrs 2 mos
Questar Capital CorporationBroker
November 2017 - March 2019 · 1 yr 4 mos
Ameritas Investment CORP.Broker
June 2017 - December 2017 · 6 mos
Ccf Investments, INC.Broker
March 2009 - June 2017 · 8 yrs 3 mos
PFS Investments INC.Broker
April 1995 - March 2009 · 13 yrs 11 mos
State Registrations24 states
CACTDEFLGAILINKYMAMDMEMINCNHNJNVNYOHPARISCTXVAVT
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.