Richard Coleman Lunsford

Current Employers

Employment History

• 03/2005 → 01/2018
  Usaa Financial Advisors Inc
  San Antonio, TX
• 03/2005 → 01/2018
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2018 → 10/2018
  Usaa Investment Management Company
  San Antonio, TX
• 10/2018 → 08/2019
  Creative Planning
  Overland Park, KS
• 09/2019 → 09/2021
  Texas Department Of Insurance
  Austin, TX
• 09/2021 → 01/2022
  Schwab Private Client Investment Advisory, Inc.
  San Antonio, TX
• 07/2022 → 12/2023
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 02/2022 → Present
  Self Employed - Real Estate
  San Antonio, TX
• 04/2024 → Present
  Mariner Wealth
  Overland Park, KS

Previous Registrations

• 2022-07-21 → 2023-12-20
  Edelman Financial Engines
  San Antonio, TX
• 2021-10-06 → 2022-02-17
  Schwab Wealth Advisory, Inc.
  San Antonio, TX
• 2018-10-15 → 2019-08-29
  Creative Planning
  San Antonio, TX
  Overland Park, KS
• 2018-01-08 → 2018-10-29
  Usaa Investment Services Company
  San Antonio, TX
• 2005-04-14 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX
• 2002-09-24 → 2002-10-31
  Morgan Stanley Dw Inc.
  Webster, TX

Other Businesses

1) Self; INVESTMENT RELATED: No; ADDRESS: San Antonio, TX; NATURE: Rental property; POSITION: Owner; START DATE: 12/31/2021; NUMBER OF HOURS/MONTH: 1 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Sell or rent property. 2) CORE Capital Investments, LLC; Investment-Related: No; 2300 Jonahs Ridge Ct, Nolensville, TN 37135; Amazon Storefront; Partner; Start Date: 2/24/2025; 1 hr/month; 0 hrs during securities trading.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-16

Designations

Other Names

• Richard C Lunsford
• Rich Lunsford