Richard Lancaster is a CFP-designated registered investment advisor, based in Evansville, IN, with 21 years of industry experience.
Location
3305 Washington Avenue, Evansville, IN, 47714
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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
Richard is involved in several business activities, including tax preparation/accounting, insurance sales, accounting, and real estate. He also serves as a church treasurer and is a passive member of a real estate LLC.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations9 states
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