Richard Augustine Sr. is a financial advisor with OSAIC based in Schaumburg, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at SagePoint Financial, Lincoln Financial Advisors, and Austin Bancorp. In addition to his advisory work, he serves as president of R.J. Augustine & Associates, Ltd., a corporation offering tax, accounting, and strategic business planning services, and he is the treasurer of the Founders Club Homeowners Association.
OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk-assessment methods to manage portfolios across various asset classes on discretionary and non-discretionary bases.