Broker Check
Richard Harvey

Richard entered the financial services industry 22 years ago with one goal: Helping people better understand and navigate the world of personal finance. With a vision to build his firm based on trust and respect, Richard has far exceeded that objective.

Richard graduated with Honors from Guilford College with a Business Management degree with a speciality in Money & Finance. He holds Series 24, 26, 6, 63, 65, and 7 registrations through LPL Financial.

Richard has extensive experience advising individuals, families, and corporations alike. His specialty is breaking down complex issues and developing a concise approach to address the concern.

No client is too big or too small. Richard strives to deliver sophisticated financial strategies and helps his clients with the advice he provides.

“Putting my clients ahead of everything else has been the foundation for my business,” said Richard. “It has enabled me and my firm to enjoy many years of success in this community.”

Richard and his spouse of 21 years, Lynn, reside in Greensboro, along with their daughter, Sarah who is 15 years of age.