Richard Thomas Loria

Employer firm

Mps-Loria Financial Planners,LLC CRD 122866

$827M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 08/1999 → Present
  Loria Financial Group, Llc
  Burr Ridge, IL
• 08/1999 → Present
  Mps Loria Financial Planners, Llc
  Burr Ridge, IL

Other Businesses

?02/1991 Independent Licensed insurance Agent; Investment Related; Illinois; Life Insurance ?8/1999 LORIA Financial Group, LLC; Managing Member; Investment Related; 7500 S. County Line Road, Burr Ridge, IL 60527; Insurance Company; 20 hours/month; 0 Hours during trading hours; Supervises all firm activities including reviewing new and recurring revenue and reviewing financial statements as well as meeting with other Members of the firm. ?12/2007 MPS LORIA Development, LLC; Member; Not Investment Related; 7500 S. County Line Road, Burr Ridge, IL 60527; Commercial Building; No time spent during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-27
• S63 Uniform Securities Agent State Law Examination
  1991-10-11

Other Names

• Rick T Loria
• Richard Thomas Loria
• Rick Thomas Loria