Richard Orlando Ahumada

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2019 → 12/2020
  Woodbury Financial Services, Inc.
  El Paso, TX
• 01/2021 → 11/2021
  Regulus Financial Group, Llc
  Kentwood, MI
• 12/2021 → Present
  Lincoln Investment
  Fort Washington, PA
• 12/2021 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2021-01-27 → 2021-11-30
  Regal Investment Advisors Llc
  Kentwood, MI
  El Paso, TX
• 1992-05-11 → 2002-10-18
  Pruco Securities, Llc.
  Albuquerque, NM

Other Businesses

SOUTHWEST GENERAL MERCHANDISERS POSITION: Owner NATURE: Arts and Crafts INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2015 ADDRESS: 900 Las Aves, El Paso TX 77912, United States DESCRIPTION: Sale of my productions, paintings, jewelry, etc. INSURANCE AGENT POSITION: Agent/Owner NATURE: Fixed Insurance Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2015 ADDRESS: 900 Las Aves Place, El Paso TX 77912, United States DESCRIPTION: Sale of Products, Life, Health, LTC, Disability, Benefits

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-08
• S63 Uniform Securities Agent State Law Examination
  1992-04-28

Other Names

• Richard O Ahumada