Richard C. Anthony, AIF®
Accredited Investment Fiduciary, Financial Advisor, LPL Registered Principal
518-207-0313
I am proud to hold the AIF® designation, which signifies my commitment to prioritizing my clients' needs above all else. As an Accredited Investment Fiduciary, Independent Registered Representative, I have been dedicated to assisting individuals with their financial needs since 1996. I recently began working with Community Resource Federal Credit Union as an Independent Registered Representative to offer investments and insurance to their membership through LPL.
I am licensed in NYS for life, accident, and health insurance, and I hold several FINRA licenses, including Series 6, 7, 24, 51, 63, and 66. Currently, I have the privilege of working closely with over 300 clients, helping them navigate and achieve their financial goals. I'm also a Notary and hold a Medallion Stamp Signature Guarantee.
Outside of the office, I enjoy spending time with my wife of over 30 years, our four adult children, three grandchildren, and our three long-haired miniature dachshunds. I also enjoy cycling, music, martial arts, and being creative. My favorite place to be when I'm not at home is in the Adirondacks. I am also deeply committed to community involvement and am an active member of Rotary, the Elks, and the Ride for Missing Children. If you're interested in getting involved, I'd be happy to share more about these organizations.