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Richard Fogal

6 Years of Experience
Baltimore, MD
BrokerSells Insurance

Richard Fogal is a registered investment advisor, based in Baltimore, MD, with 6 years of industry experience.

Location

1820 Lancaster St, Baltimore, MD, 21231

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Richard is affiliated with Cornerstone Portfolios, LLC and dedicates his market hours to this business. He also maintains an insurance license since 2018, selling life insurance and fixed annuities, spending a few hours per week on these activities. Richard is also an ordained minister and assistant track and field coach.

Employment History
Current Registrations
Lombard Advisers Incorporated
April 2023 - Present · 3 yrs 1 mo
Lombard Securities IncorporatedBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Primerica Advisors
October 2020 - April 2023 · 2 yrs 6 mos
PFS Investments INC.Broker
August 2019 - April 2023 · 3 yrs 8 mos
State Registrations7 states
FLMDMONCNJNYPA
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.