Unclaimed Profile

Deborah Marie Richard

FISHER LYNCH CAPITAL, LLC·SAN MATEO, California

Clean recordFISHER LYNCH CAPITAL, LLC

2929 CAMPUS DRIVE, SAN MATEO, CA 94403CRD# 1709445Firm CRD# 160694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Deborah Marie Richard · SAN MATEO, CA

Registration

CRD #1709445 · FISHER LYNCH CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Deborah Marie Richard is a registered financial advisor based in SAN MATEO, California, affiliated with FISHER LYNCH CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FISHER LYNCH CAPITAL, LLC

AUM

$6.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FISHER LYNCH CAPITAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1709445

Firm CRD# 160694

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Deborah Marie Richard offer?

Deborah Marie Richard specializes in Retirement Planning. Contact their office in SAN MATEO, California for a consultation.

What are Deborah Marie Richard's credentials?

Deborah Marie Richard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deborah Marie Richard located?

Deborah Marie Richard is based in SAN MATEO, California, working with FISHER LYNCH CAPITAL, LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.

How does Deborah Marie Richard charge for services?

Deborah Marie Richard's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FISHER LYNCH CAPITAL, LLC?

FISHER LYNCH CAPITAL, LLC has approximately 22 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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