Richard Tomasello, financial advisor Auburn AL
93 score

Richard Tomasello

CRD Number: 5900993
Current Firm: Ifg Advisory, LLC

Richard Tomasello (CRD# 5900993) is an Investment Advisor Representative working at Ifg Advisory, LLC in Auburn, AL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Davidson, Davidson, & Umbach Auburn, AL Oct 2016 - Current 1
Ifg Advisory, LLC Atlanta, GA Oct 2016 - Current 1
Lpl Financial, LLC Auburn, AL Oct 2016 - Current 1
Auburn Depot LLC Auburn, AL Sep 2015 - Current 2
Oneamerica Securities Auburn, AL Feb 2014 - Sep 2016 2
American United Life Auburn, AL Jan 2014 - Sep 2016 2
Magnolia Investment Group Auburn, AL Sep 2006 - Feb 2014 7
Axa Advisors, LLC New York, NY May 2011 - Jan 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Richard D. Tomasello
Phone Number: 770-353-6317
Firm Website: http://www.cpcllp.com
Registered State(s):
  • AL
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    1,073
    MILLIONS
  • Total Number of Accounts
    5,604
    ACCOUNTS
  • Average Account Value
    $191,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AZ, CA, CT, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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