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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant23 years in industry

RICHARD COLEMAN LUNSFORD

Advisor at MARINER

Nashville, TN

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Search this name across graphsid dfx:ria:f5bbe6a0-bc12-d527-159c-3842e49efc96

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Sep 24, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MARINER
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 24, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Nov 16, 2021
First registration: Sep 24, 2002
Dual registered: no
Other names: RICHARD C LUNSFORD|RICH LUNSFORD
IAPD individual key: 4554535

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Mariner	Bd affiliated wealth	May 2, 2024	n/a	yes	Nashville, TN	Current employment
EDELMAN FINANCIAL ENGINES	Independent wealth	Jul 21, 2022	Dec 20, 2023	no	SAN ANTONIO, TX	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Oct 6, 2021	Feb 17, 2022	no	San Antonio, TX	Previous registration
CREATIVE PLANNING	Independent wealth	Oct 15, 2018	Aug 29, 2019	no	SAN ANTONIO, TX\|OVERLAND PARK, KS	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Oct 29, 2018	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Apr 14, 2005	Jan 8, 2018	no	SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration
MORGAN STANLEY DW INC.	n/a	Sep 24, 2002	Oct 31, 2002	no	WEBSTER, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDELMAN FINANCIAL ENGINES	Mariner	Dec 20, 2023	May 2, 2024	134	Firm change	RIA to ibd
SCHWAB WEALTH ADVISORY, INC.	EDELMAN FINANCIAL ENGINES	Feb 17, 2022	Jul 21, 2022	154	Firm change	Other
CREATIVE PLANNING	SCHWAB WEALTH ADVISORY, INC.	Aug 29, 2019	Oct 6, 2021	769	Firm change after gap	Other
USAA INVESTMENT SERVICES COMPANY	CREATIVE PLANNING	Oct 29, 2018	Oct 15, 2018	-14	Firm change	Ibd to RIA
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	USAA FINANCIAL PLANNING SERVICES	Oct 31, 2002	Apr 14, 2005	896	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
5475:105348:TX:2018-10-29	Oct 29, 2018	Oct 15, 2018	SAN ANTONIO, TX	Firm change

Relationships

Registered with (7)

→ MARINERRegistered adviserregistration: current employment
May 2, 2024 to presentfactForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Jul 21, 2022 to Dec 20, 2023factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Oct 6, 2021 to Feb 17, 2022factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Oct 15, 2018 to Aug 29, 2019factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Oct 29, 2018factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 14, 2005 to Jan 8, 2018factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Sep 24, 2002 to Oct 31, 2002factForm ADV

Dated events

Occurred
Dec 20, 2023
Advisor changed firm
Richard Coleman Lunsford left Edelman Financial Engines for Mariner (registered 2024-05-02)
Form ADVobserved 4 days ago
Occurred
Feb 17, 2022
Advisor changed firm
Richard Coleman Lunsford left Schwab Wealth Advisory, Inc. for Edelman Financial Engines (registered 2022-07-21)
Form ADVobserved 4 days ago