LPL Financial Wealth Advisor
- Investment Advisor Representative, LPL Financial
- Vice President, Moore Financial Services
Education and Professional Designations
Wake Forest University, B.S., Finance
The American College, ChFC, Chartered Financial Consultant
Awards
Five Star Wealth Manager, 2021 and 2022*
Community Services
Board Member, Finance Committee Chair & Development Committee Chair, Covenant Woods
Board Member, GRASP
Licenses & Registrations
Series 6
Series 63
Life, Annuity & Health Insurance
Richard Adams has worked as a financial services professional in the Richmond area for over 40 years, and has been with LPL Financial since 2017. Prior to joining LPL, Richard worked as an independent advisor with Investors Security Company out of Suffolk, Virginia, and with its successor Securities America, Inc., for 28 years. Richard was Vice President with James River Financial Group from 1985 to 1997, and worked with Wheat First Securities from 1978 to 1984, as Assistant Vice President of the Firm from 1981-1984.
Richard has been married to his wife, Nancy, since November 1975. They have 2 daughters and sons-in-law, and 6 grandchildren. Richard has served his community over the years as past President of the Midlothian Jaycees, Co-Chairman of the Chesterfield Ducks Unlimited Chapter, a Director of the Midlothian Rotary, and Chairman of the Board at Covenant Woods in Mechanicsville, Virginia. He is also active in his Church, The Episcopal Church of the Redeemer, where he had his wife have been members for over 20 years. Outside of work, Richard enjoys playing tennis, fishing, and hunting waterfowl and upland birds.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 and 2022 Five Star Wealth Managers.