Rick Trasport is the owner of Trasport Financial Services and an Investment Advisor Representative with LPL Financial, member FINRA/SIPC. As a resident of Lakeland, Florida, he has served his clients’ financial needs since 1989. As an Investment Advisor Representative who is licensed in numerous states, Rick is able to help and support his clients located throughout the country.
Rick dedicates his career to assisting clients with their Estate and Financial concerns. As a Chartered Financial Consultant, Certified Estate Planner, Certified Fund Specialist and Certified Annuity Specialist, Rick is well educated in most estate and financial matters. Besides the Designations that he holds, Rick is Insurance and Security licensed which allows him to work in a multitude of areas for his clients.
Rick holds a Florida Insurance License 215 which is a Life, Health & Variable Annuity License. Also, through FINRA the Securities registrations held with LPL Financial are the Series 6: Limited Securities Representative, Series 7: General Securities Representative, Series 24: General Securities Principal, Series 26: Limited Securities Principal, Series 53: Municipal Securities Principal, Series 63: Uniform Securities Agent State Law, and Series 65: Uniform Investment Advisor Law.
Outside of the time Rick spends ensuring his clients’ financial security and overall wellbeing, he enjoys family time, boating, weightlifting, and martial arts.