Best Investors Account Sign in

Richard Bruce Lundahl

Edward Jones

Tarpon Springs, FL

CRD 5563046

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-11
FL RA APPROVED 2008-09-29
  • TX RA
    APPROVED_RES
    Since 2018-12-11
  • FL RA
    APPROVED
    Since 2008-09-29

Branch Locations

22 N Safford Ave, Tarpon Springs, FL 34689 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jons St Louis MO 07/2008 Present
  • 07/2008 → Present
    Edward Jons
    St Louis, MO
Other Businesses

CKRH Properties LLC Type of business: Real Estate Holding Company Odessa, FL Start date: 6/20/2017 President/COO/Landlord Hours per week: 2 Hours during trading: 0 President and Chief Operating Officer of the holding company established for a building project that will include a commercial office and apartments.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-12
  • S66 Uniform Combined State Law Examination
    2008-09-12

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Tarpon Springs, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor