Richard Treadway (CRD# 2789058) is an Investment Advisor Representative working at Primerica Advisors in Lincoln, NE and has over 27 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 4010328
Osaic Wealth, Inc.
CRD# 5639065
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Flagstone Peak Logistics | Lincoln, NE | Dec 2022 - Current | 1 |
| Hanway, Inc. | Lincoln, NE | Mar 2015 - Current | 9 |
| Pfs Investments Inc. | Lincoln, NE | Nov 2006 - Current | 17 |
| Primerica Financial Services | Lincoln, NE | Nov 1994 - Current | 29 |
| Mani Inc. | Lincoln, NE | Mar 2021 - Dec 2022 | 1 |
| Transinertia | Lincoln, NE | Dec 2009 - Mar 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
- NE
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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