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Richard Lunsford
from Mill Creek Capital Advisors, LLC
Richard Lunsford is a financial advisor based in Pennsylvania, Conshohocken,
with 25 years of experience. Richard currently works for
Mill Creek Capital Advisors, LLC.
Richard maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Richard Lunsford works at Mill Creek Capital Advisors, LLC
Mill Creek Capital Advisors, LLC is a financial advisory firm based in Conshohocken, Pennsylvania. It currently has approximately $7,803,300,692 of assets under management and employs about 39 people. Mill Creek Capital Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
161 Washington Street, Suite 1500, Conshohocken, Pennsylvania, 19428
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