Richard Alfred Lamore

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE 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

• 03/2009 → 06/2017
  Ccf Investments, Inc.
  Greensboro, GA
• 06/2017 → 11/2017
  Ameritas Investment Corp.
  Lincoln, NE
• 03/2009 → 10/2017
  Capital Choice Financial Services Inc
  Newington, CT
• 03/2009 → Present
  Boundless Financial Solutions Llc
  Newington, CT
• 11/2017 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 12/2017 → 07/2018
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 05/2023
  Woodbury Financial Services, Inc.
  Newington, CT
• 05/2023 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2023 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2021-09-07 → 2023-05-18
  Woodbury Financial Services, Inc.
  Oakville, CT

Other Businesses

(1) BOUNDLESS FINANCIAL SOLUTIONS LLC.; DBA; Investment Related; 1224 Mill Street, Building B, Suite 115, CT; Owner/Senior Partner, Insurance Agent and Owner; Insurance Sales, overseeing a team of licensed reps, overseeing marketing as related to non securities business; start 12/2009; 160 hr/mo, 160 hr/mo during trading. (2) SOCIETY OF FINANCIAL AWARENESS (SOFA); 3655 Ruffin Rd, Ste 230; San Diego, CA 92123; Not investment related; Non-Profit focusing on providing financial education across America; Member; Start 1/1/2023; 2 hr/mo, 2 hr/mo during trading. (3) POOR RICHARD'S FINANCIAL LITERACY; Not investment related; 41 Sylvan Rd, New Britain, CT 06053; Member; Non-Profit focusing on providing financial education across America; Start 1/1/2023; 2 hr/mo, 2 hr/mo during trading. (4) Boundless Financial Solutions Platinum Service; Insurance, Trust, Wills and other; Not investment related; 174 South Road, Suite 123, Enfield, CT 06082; Senior Partner; Oversee insurance business; 40 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-30
• S63 Uniform Securities Agent State Law Examination
  1995-04-17