Richard Elbert Eddy

Employer firm

Lake Park Advisors CRD 269941

$21.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2015 → Present
  Richard E. Eddy, Cfp®, Llc Dba Financial Leadership
  Johnson City, TN
• 08/2015 → Present
  Eddy, Cpa
  Johnson City, TN

Other Businesses

Name of the other business: Eddy, CPA Whether the business is investment-related: No Address of the other business: Johnson City, TN Nature of the other business: Accounting/Tax Preparation Position, title, or relationship with the other business: Partner Start date of your relationship: 08/2015 Approximate time spent in this business practice: 50% Number of hours you devote to the other business during securities trading hours: 90 Name of the other business: First United Methodist Church Finance Committee Address of the other business: Pine Street, Johnson City, Tennessee Nature of the other business: Finance Committee Position, title, or relationship with the other business: Member-01/2014 Approximate number of hours/month you devote to the other business: 24 hrs/yr. Number of hours you devote to the other business during securities trading hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-14
• S63 Uniform Securities Agent State Law Examination
  1999-01-28

Designations

• Certified Financial Planner

Other Names

• Richard Eddy
• Dick Eddy