LPL REGISTERED REPRESENTATIVE

Richard Kline

Rick received his BA in Business Administration from Randolph Macon College in Ashland, VA, and went on to earn his MBA from the Merrick School of Business at the University of Baltimore.

Over the past 25+ years, Rick has built his career around helping people make informed financial decisions. From early work in retirement planning to serving as a financial manager for Nationwide Agents, his experience has led him to focus on what he values most—supporting families in protecting their futures and planning for retirement.

He maintains Series 6, 63, and 26 registrations with LPL and is licensed in Life and Health. Beyond Maryland, Rick also holds licenses and appointments in nine other states.

  • Financial Planning & Retirement

    These days, it's simply not enough to have good investments for retirement—you need to navigate a critical path of financial strategies.

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  • Life Insurance

    Including life insurance in your financial plans may provide you with greater confidence along the journey.

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  • Long-Term Care

    We can help you understand long-term care and make the right decisions for you and your family.

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