Richard Kordas

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2009 → Present
  Ricard Kordas
  Syracuse, NY
• 08/2015 → 08/2023
  Avatax Investment Services, Inc.
  Syracuse, NY
• 08/2015 → 08/2023
  Avantax Insurance Agency Llc
  Stracuse, NY
• 09/2017 → Present
  Medicare Counselor
  Syracuse, NY
• 08/2015 → 08/2023
  Avantax Advisory Services
  Syracuse, NY
• 08/2023 → Present
  Lpl Financial
  Syracuse, NY

Previous Registrations

• 2021-08-30 → 2023-08-31
  Avantax Advisory Services
  Syracuse, NY
  Syracuse, NY

Other Businesses

1) 8/24/2023- Richard Kordas - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 8/24/2023- Richard Kordas - Non-Variable Insurance- Inv. Related- Syracuse, NY- start date 1/1/1980- 24hrs/mth 3) 8/24/2023- Richard Kordas - Tax Prep/owner- Inv. Related- Syracuse, NY- start date 1/1/1980- 24hrs/mth 4) 8/24/2023- Richard Kordas - Public Notary- Inv. Related- State of NY- start date 3/2/1998- 1hrs/mth 5) 8/24/223- Richard Kordas - Real Estate Rental- Property Owner- Inv. Related- various properties- start date 11/1/2002 - 24hrs/mth

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-10-20