Richard Kline | LPL Registered Representative
Richard Kline
LPL Registered Representative at Oak & Stone Capital
Address: 13500 Orion Dr | Dayton, MD 21036
Phone: 443.695.2335
Fax: 443.283.4609
Email: rkline@oakandstonecapital.com
Professional Background
Rick resides in the Western part of Howard County, where he lives with his wife Valerie Mays Kline and their three children. He earned a BA in Business Administration from Randolph Macon College in Ashland, VA, prior to completing his MBA from the Merrick School of Business at University of Baltimore.
Rick Kline has 18 years of extensive experience in the Financial Industry. He started his career in the Retirement planning part, then worked his way assisting Nationwide Agents as a financial manager, before settling in assisting clients with directly protecting their families and planning for retirement.
He holds a Series 6, 63, and 26 registrations with LPL Financial, along with being licensed in Life and Health. Besides being licensed in the state of Maryland, he holds these same licenses and appointments in nine other states .
Rick prefers an individually working approach with our clients. He has assisted some of his clients in the following fashion:
- Assessed their Family protection and outlined how recent industry changes impact their current plans.
- Reviewed their Retirement plan and suggested different approaches to enhance or help maximize their outcomes.
- Establish a game plan for where they are TODAY, and where they want to be by a specific time in their future.
- Due to continuing industry changes, confirmed the path they are on and made various suggestions to enhance their circumstances.
Richard Kline
LPL Registered Representative at Oak & Stone Capital
Address: 13500 Orion Dr | Dayton, MD 21036
Phone: 443.695.2335
Fax: 443.283.4609
Email: rkline@oakandstonecapital.com
Professional Background
Rick resides in the Western part of Howard County, where he lives with his wife Valerie Mays Kline and their three children. He earned a BA in Business Administration from Randolph Macon College in Ashland, VA, prior to completing his MBA from the Merrick School of Business at University of Baltimore.
Rick Kline has 18 years of extensive experience in the Financial Industry. He started his career in the Retirement planning part, then worked his way assisting Nationwide Agents as a financial manager, before settling in assisting clients with directly protecting their families and planning for retirement.
He holds a Series 6, 63, and 26 registrations with LPL Financial, along with being licensed in Life and Health. Besides being licensed in the state of Maryland, he holds these same licenses and appointments in nine other states .
Rick prefers an individually working approach with our clients. He has assisted some of his clients in the following fashion:
- Assessed their Family protection and outlined how recent industry changes impact their current plans.
- Reviewed their Retirement plan and suggested different approaches to enhance or help maximize their outcomes.
- Establish a game plan for where they are TODAY, and where they want to be by a specific time in their future.
- Due to continuing industry changes, confirmed the path they are on and made various suggestions to enhance their circumstances.