Richard SollowayCRD Number: 4608040
Current Firm: Raymond James Financial Services Advisors, Inc.
Richard Solloway (CRD# 4608040) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bethany Beach, DE and has over 15 years of experience in the finance industry.
Boraski, John Q
Investacorp Advisory Services Inc.
H. Beck, Inc.
|Rental Real Estate||Bethany Beach, DE||Jan 2014 - Current||4|
|Accounting/cpa/tax Preparation||Bethany Beach, DE||Jul 2013 - Current||4|
|Solloway Tax Services LLC||Bethany Beach, DE||Feb 2013 - Current||5|
|Solloway Investment Group LLC||Bethany Beach, DE||Jul 2012 - Current||5|
|Raymond James Financial Services, Inc.||Bethany Beach, DE||Apr 2012 - Current||6|
|Raymond James Financial Services Advisors Inc.||Bethany Beach, DE||Apr 2012 - Current||6|
|Rental Real Estate||Newark, DE||Apr 2012 - Current||6|
|Edward Jones||St Louis, MO||Nov 2002 - Mar 2012||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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)
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.