Jay Lipfert Richards, CFP

Overview

Jay Lipfert Richards is an insurance agent, a registered representative and an investment adviser representative based in Sarasota, FL, with 36 years in the industry.

Years in the industry

36

States licensed

8

States registered

16

Carrier appointments

6

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 8 states
• Registered in 16 states

• Agent
• Producer
• Series 63
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Cetera Advisors LLCCurrent firm
• Investment Advisory Group LLCCurrent firm

Employment history since 1990

Carriers

6 active carrier appointments

Book and practice

Firm assets under management on file