Rickard Martin is a CFP-designated registered investment advisor, based in North Olmsted, OH, with 25 years of industry experience.
Location
29691 Lorain Rd, North Olmsted, OH, 44070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rickard is an advisory representative of an RIA, spends minimal time as an independent insurance agent for various agencies, and is an IAR doing business as Szarka Financial. He also works as an agent in insurance/benefits/human resources.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations15 states
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.