Richard BrewerCRD Number: 5320726
Current Firm: Advice And Planning Services
Richard Brewer (CRD# 5320726) is an Investment Advisor Representative working at Advice And Planning Services in Amherst, NY and has over 10 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Amherst, NY||Jan 2012 - Current||5|
|Tiaa||Amherst, NY||Jan 2012 - Current||5|
|Hsbc Bank Usa||Tonawanda, NY||Aug 2008 - Jan 2012||3|
|Wachovia Securities, LLC||Williamsville, NY||Jan 2008 - Jul 2008||< 1|
|A. G. Edwards & Sons, Inc.||Williamsville, NY||Apr 2007 - Jan 2008||< 1|
|Mercantile Safe-deposit & Trust Co||Baltimore, MD||Oct 2002 - Mar 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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