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Richard Balkcom, CEO

Richard Balkcom, CEO

Background

Rich has over 45 years of Financial Services experience with Merrill Lynch, MetLife, Phoenix Home Life, New England Financial and Employee Benefit Counselor for telecom employees and Pioneers. He offers 403 (b) and retirement choices for the Pasco County School District, The University of South Florida, Pasco Hernando Community College and Sevier County School District.

Richard Balkcom and his wife, Judith are residents of Trinity FL and Sevierville TN. They have four children: Tyler, Christine, Ricky, and Geoffrey. They are graduates of Leadership Pasco, and Leadership Sevier. They are also members of Cypress Run Country Club.

Professional Licenses

Securities series 1, 7, and 63
Life, Annuities, and Health
Financial Representative, Investment Advisor Representative, Financial Advisor

Employment

CEO, Balkcom Associates, Inc., 1985 to present

Financial Representative, NE Financial & MetLife 1993 to present

Registered Rep and Employee Benefit Counselor, Phoenix Home Life 1980 to 1993

Manager, MetLife, 1976 to 1980

Rep, MetLife, 1974 to 1976

Operations, Merrill Lynch, 1966 to 1974

Career Accomplishments

New England Financial

  • Securities leader of the year, 1995, 1996 & 2001
  • NE Securities Inner Circle 1995 to present
  • Leaders Club, 1995 to 2002, 2008 to present
  • Lifetime Leaders Club, 1999

Phoenix Home Life

  • Securities Leader of the Year 1983, 1986, 1988 & 1989
  • President's Club, 1983 to 1993
  • Hall of Fame, 1990
  • Recipient, Donor Award, 1992

MetLife

  • "Rookie of the Year," 1975
  • President Club, 1976
  • Manager's Club, 1977 to 1980

Community Affairs

March of Dimes, 1981 to present

  • Chapter Chairman
  • Honorary Advisory Committee
  • FDR Centennial Celebration
  • 50th Anniversary Committee

Rotary Club of Trinity, 1996 to present

  • Co-Founder
  • Chairman of the Board
  • Treasurer
  • Past President Council
  • Board of Directors nomination for Chasco King

West Pasco Chamber of Commerce, Member, 1994 to present

  • Chairman of the Board
  • Treasurer
  • Governmental Affairs
  • Business of the Year
  • Citizen of the Year
  • Chairman Pasco Forum 2000
  • Chairman Business Development Week
  • Board of Directors nomination for Chasco King

Metropolitan Planning Organization (MPO), 1999 to present

  • Citizens Advisory Committee (CAC)
  • Chairman of the Board
  • Member, US 19 Task Force

Tampa Bay Regional Transportation Authority (TBARTA), 2007 to present

  • Citizen's Advisory Committee (CAC)

Pasco Economic Development Council (PEDC), 1994 to present

  • Board of Directors
  • Transportation Liaison with Tampa Bay Partnership

Youth & Family Alternatives, 2001 to present

  • Chairman of the Board
  • Treasurer
  • Audit and Finance Committee

Community Foundation of Pasco County, 2006 to present

  • Council Member

Tampa Bay Partnership, 2003 to present

  • Transportation Committee

Richard Balkcom is a registered Representative of New England Securities. Securities products and investment advisory services are offered through New England Securities, a broker-dealer (member FINRA/SPIC) and registered investment advisor. Balkcom Associates Inc. is not affiliated with New England Securities. Neither Balkcom Associates Inc., New England Securities nor any of its affiliates, employees or representatives provide specific legal service. Please consult an attorney regarding your own personal situation. L0711194348[exp0812][FL]

Richard Balkcom is licensed to sell insurance in the following states: CO, GA, FL, MA, NJ, RI, and TN and securities in: AZ, CA, CO, FL, GA, MA, MO, NC, NJ, NY, PA, RI, SC, TN, and TX. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.