Richard Whittaker, financial advisor Bellingham WA

Richard Whittaker

CRD Number: 2069895
Current Firm: Commonwealth Financial Network

Richard Whittaker (CRD# 2069895) is an Investment Advisor Representative working at Commonwealth Financial Network in Bellingham, WA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Richard Whittaker Bellingham, WA Jan 2014 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Richard C. Whittaker
Phone Number: 781-736-0700
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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