Broker Check
Lin Richardson

Lin Richardson

Administrative Assistant

I am Lin Richardson, the Administrative Assistant at LQ Financial. I play a pivotal role in ensuring seamless new business processing. From preparing comprehensive opening cases and handling new application documentation to crafting detailed financial and investment analysis reports, I take pride in facilitating the entire process. My commitment extends to diligently following up on new cases until they are issued.

Client service is at the heart of my responsibilities, where I meticulously organize client files and maintain an updated database, synchronizing multiple platforms for enhanced efficiency. I excel in preparing annual review materials, including financial analysis reports and updates from LPL and Morningstar.

Beyond these core responsibilities, I am always ready to tackle various other duties that arise, showcasing my adaptability and dedication to supporting the overall success of LQ Financial.