Unclaimed Profile

Richard Wilson Dinsmore

LAKE STREET ADVISORS GROUP, LLC·PORTSMOUTH, New Hampshire

Series 7, Series 65Clean record24 years registeredLAKE STREET ADVISORS GROUP, LLC

25 CHESTNUT STREET, PORTSMOUTH, NH 03801CRD# 4651282Firm CRD# 288300

Profile Verification

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

Identity

Richard Wilson Dinsmore · PORTSMOUTH, NH

Registration

CRD #4651282 · LAKE STREET ADVISORS GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LAKE STREET ADVISORS GROUP, LLC

LAKE STREET ADVISORS

Apr 2017 – Jul 2018

PORTSMOUTH, NH

LAKE STREET ADVISORS, LLC

Sep 2012 – Apr 2017

PORTSMOUTH, NH

CALIBRE ADVISORY SERVICES INC.

Dec 2004 – Oct 2010

WALTHAM, MA

TANAGER FINANCIAL SERVICES INC

Mar 2002 – Dec 2004

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · March 15, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAKE STREET ADVISORS GROUP, LLC

CRD 288300 · SEC 801-110455

AUM

$3.1B

Regulatory assets under management

Employees

1,858 client accounts

Services offered by LAKE STREET ADVISORS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LAKE STREET ADVISORS GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Wilson Dinsmore offer?

Richard Wilson Dinsmore specializes in Financial Planning, Investment Management.

What are Richard Wilson Dinsmore's credentials?

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

Where is Richard Wilson Dinsmore located?

Richard Wilson Dinsmore is based in PORTSMOUTH, New Hampshire, last registered with LAKE STREET ADVISORS GROUP, LLC.

How does Richard Wilson Dinsmore charge for services?

Richard Wilson Dinsmore's firm is compensated through percentage of aum, subscription fees, other: percent of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAKE STREET ADVISORS GROUP, LLC?

LAKE STREET ADVISORS GROUP, LLC has approximately 45 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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