Richard BanzigerCRD Number: 1350238
Current Firm: Kestra Advisory Services, LLC
Richard Banziger (CRD# 1350238) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 36 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kestra Advisory Services, LLC
|Nfp Advisor Services||Austin, TX||Sep 2014 - Current||7|
|Capstone Retirement Group||Falls Church, VA||Jan 2012 - Current||10|
|Paybridge, LLC||Strongville, OH||Sep 2006 - Current||15|
|Richard D. Banziger (self Employed)||Falls Church, VA||Jan 1983 - Current||39|
|Retirement Planners & Administrators||Falls Church, VA||Jan 1983 - Current||39|
|Financial Telesis Inc.||San Rafael, CA||Feb 2012 - Sep 2014||2|
|Investors Security Company, Inc.||Falls Church, VA||Aug 1992 - Feb 2012||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1985|
|S65||NASAA Investment Advisors Law Examination||Feb 2017|
Total Assets Under Management34,791MILLIONS
Total Number of Accounts110,060ACCOUNTS
Average Account Value$316,110
- 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)
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, WY
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