Richard Banziger (CRD# 1350238) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 38 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Falls Church, VA | Feb 2017 - Current | 7 |
| Kestra Investment Services, LLC | Falls Church, VA | Sep 2014 - Current | 9 |
| Capstone Retirement Group | Falls Church, VA | Jan 2012 - Current | 12 |
| Paybridge, LLC | Strongville, OH | Sep 2006 - Current | 17 |
| Richard D. Banziger (self Employed) | Falls Church, VA | Jan 1983 - Current | 41 |
| Retirement Planners & Administrators | Falls Church, VA | Jan 1983 - Current | 41 |
| Nfp Advisor Services | Austin, TX | Sep 2014 - Sep 2014 | < 1 |
| Financial Telesis Inc. | San Rafael, CA | Feb 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1985 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- VA
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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