Richard Weidrick (CRD# 4585823) is an Investment Advisor Representative working at Summit Wealth Management LLC in Akron, OH and has over 17 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Wealth Management LLC | Akron, OH | May 2015 - Current | 8 |
| Symphony Financial Services, Inc. | Akron, OH | Mar 2009 - Current | 15 |
| Linsco Private Ledger | Akron, OH | Nov 2007 - Current | 16 |
| Weidrick, Livesay & Company | Bath, OH | Oct 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2009 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2006 |
- OH
- TX
-
Total Assets Under Management79MILLIONS
-
Total Number of Accounts347ACCOUNTS
-
Average Account Value$227,949
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
OH, TX
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