Richard Brothers, Financial Advisors

Smit Desai is a financial advisor at Richard Brothers, Financial Advisors with a Series 66 designation and two years of industry experience. He previously worked at Whitridge Associates and R A Hall & Co. among other firms. Richard Brothers, Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors with portfolio management, financial planning, retirement plan consulting, and a variable annuity advisory program. The firm customizes asset allocations using equities, fixed income, mutual funds, ETFs, and employs both fundamental and technical analysis, incorporating a Whole Picture Planning approach that addresses various client financial needs.

Neal Richard is a financial advisor with Richard Brothers, Financial Advisors in South Portland, ME. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Neal has been with Allegiance Capital, L.L.C. since 2000 and Allegiance Financial Group, Inc. since 1997. Richard Brothers, Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm customizes asset allocations and ongoing monitoring using a range of investment vehicles and integrates a comprehensive planning approach covering retirement, business transition, estate protection, and other financial needs.

Laura Linscott is a CFP® professional with nine years of industry experience, currently serving as an advisor at Richard Brothers, Financial Advisors. She has been with Richard Brothers Financial Advisors since 2015 and Richard Brothers Securities since 2016. Richard Brothers, Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a “Whole Picture Planning” approach and tailors asset allocations through fundamental and technical analysis across various investment vehicles.

Randall Richard is a financial advisor with Richard Brothers, Financial Advisors in South Portland, ME, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Richard Brothers Securities (formerly Allegiance Capital LLC) since 2000 and Allegiance Financial Group Inc since 1996, where he serves as president. Richard Brothers, Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors, providing portfolio management, financial planning, and retirement plan consulting. The firm customizes asset allocations and employs both fundamental and technical analysis, integrating a comprehensive planning approach that includes retirement, estate, business transition, and income planning.

Zachary Lauzon is a financial advisor at Richard Brothers, Financial Advisors in South Portland, ME, holding a Series 66 designation with 12 years of industry experience. He has been with Richard Brothers since 2012, working in both the securities and financial advisory arms of the firm. Richard Brothers, Financial Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm customizes asset allocations using equities, fixed income, mutual funds, ETFs, and other vehicles, applying both fundamental and technical analysis while offering a comprehensive planning approach that includes retirement, estate, and business transition strategies.