Unclaimed Profile

Richard Borge Lord

MILLIMAN ADVISORS, LLC·SEATTLE, Washington

Clean recordMILLIMAN ADVISORS, LLC

1301 FIFTH AVE STE 3800, SEATTLE, WA 98101-2605CRD# 6631033Firm CRD# 112245

Profile Verification

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

Identity

Richard Borge Lord · SEATTLE, WA

Registration

CRD #6631033 · MILLIMAN ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Borge Lord is a registered financial advisor based in SEATTLE, Washington, affiliated with MILLIMAN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Nonprofits & Foundations

Introduction

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

MILLIMAN ADVISORS, LLC

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MILLIMAN ADVISORS, LLC →

Services

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6631033

Firm CRD# 112245

View on FINRA BrokerCheck →

Looking for a financial advisor in SEATTLE?

Browse all registered financial advisors in SEATTLE, Washington or claim this profile if it's yours.

Browse SEATTLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Richard Borge Lord offer?

Richard Borge Lord specializes in Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Richard Borge Lord's credentials?

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

Where is Richard Borge Lord located?

Richard Borge Lord is based in SEATTLE, Washington, working with MILLIMAN ADVISORS, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Richard Borge Lord charge for services?

Richard Borge Lord's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MILLIMAN ADVISORS, LLC?

MILLIMAN ADVISORS, LLC has approximately 2 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →