Jerry Richi
Senior Financial Advisor at LPL Financial | Fort Mill, South Carolina, United States
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Senior Financial Advisor at LPL Financial in April 2025 to Present
Financial Advisor at LPL Financial in November 2023 to April 2025
Relationship Banker at Bank of America in March 2022 to November 2023
Financial Relationship Consultant at Regions Bank in March 2021 to March 2022
Financial Relationship Specialist at Regions Bank in June 2019 to March 2021
Server at Akahana in June 2018 to June 2019
Server at Dressler's Restaurant in February 2010 to January 2018
Inside Sales Representative at Red Ventures in October 2014 to January 2015
Server at Fishbone Grille in June 2006 to December 2009
Restaurant Crew Member at Bojangles' Restaurants, Inc. in June 2002 to June 2006
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Winthrop University, Bachelor's degree, November 2026
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Wealth Management Services
Investments
Investment Strategies
Contact Centers
Active Listening
Financial Analysis
Banking
Cold Calling
SIE
Customer Service
Microsoft Office
Microsoft Excel
Microsoft Word
Sales
Leadership
Microsoft PowerPoint
Social Media
Time Management
Public Speaking
Teamwork
Training
Communication
Critical Thinking
Interpersonal Skills
Cashiering
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Discover more about LPL FinancialWhat is Jerry Richi email address?
Email Jerry Richi at [email protected] and [email protected]. This email is the most updated Jerry Richi's email found in 2026.
How to contact Jerry Richi?
To contact Jerry Richi send an email to [email protected] or [email protected]. (updated on May 28, 2025)
What company does Jerry Richi work for?
Jerry Richi works for LPL Financial
What is Jerry Richi's role at LPL Financial?
Jerry Richi is Senior Financial Advisor
What is Jerry Richi's Phone Number?
Jerry Richi's phone (839) ***-*251
What industry does Jerry Richi work in?
Jerry Richi works in the Financial Services industry.
Jerry Richi Email Addresses
Jerry Richi Phone Numbers
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