Richard Alan Fogal

Current Employers

Employment History

• 08/2019 → 04/2023
  Pfs Investments Inc.
  Allentown, PA
• 05/2019 → 04/2023
  Primerica Financial Services
  Allentown, PA
• 04/2019 → Present
  Turning Point Of Lehigh Valley
  Allentown, PA
• 05/2011 → 03/2019
  Crossroads Community Church
  Fogelsville, PA
• 04/2019 → Present
  Turning Point Of Lehigh Valley
  New Tripoli, PA
• 03/2014 → Present
  Northwestern Lehigh High School
  New Tripoli, PA
• 10/2020 → 04/2023
  Blue Mountain Financial Group
  Allentown, PA
• 04/2023 → Present
  Lombard Securities Incorporated
  Baltimore, MD
• 04/2023 → Present
  Lombard Advisers Incorporated
  Baltimore, MD

Previous Registrations

• 2020-10-07 → 2023-04-06
  Pfs Investments Inc.
  Allentown, PA

Other Businesses

Affiliated with Cornerstone Portfolios, LLC (DBA for Lombard Securities Incorporated), located at 6235 Hamilton Blvd., Ste. 100, Allentown, PA 18106. Affiliated with this investment-related business beginning April 2023. 100% of my time during market hours is devoted to this business. I have maintained an insurance license since 2018. I am licensed to sell Life Insurance and fixed annuities. Approximately 5 hours are spent on insurance related matters each week. Ordained Minister, Not Investment Related, Allentown, PA, 5/2008 to Present, 0 hours per month (0 hours per month during securities trading hours). Assistant track and field coach for local high school, March through June.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-11
• S63 Uniform Securities Agent State Law Examination
  2019-09-06

Other Names

• Richard Alan Fogal
• Richard Alan Fogal