Richard Barber is a registered investment advisor at Lesko Securities, INC., based in Vestal, NY, with 24 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,084 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1000K | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
400 Plaza Drive, Ste A, Vestal, NY, 13850
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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 Activities
Richard is an adjunct lecturer at Binghamton University School of Management since 2018, dedicating minimal time to the role. He directs the student investment fund, teaching students about equity research and providing exposure to finance alumni.
Employment History
Current Registrations
Lesko Securities, INC.
Lesko Securities INC.Broker
Previous Registrations
Visions Analysis LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Charter One Securities, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations4 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.