Richard Solloway (CRD# 4608040) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bethany Beach, DE and has over 21 years of experience in the finance industry.
CRD# 6005366
Edward Jones
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6085208
Diversify Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Solloway Investment Group LLC | Bethany Beach, DE | Jul 2012 - Current | 11 |
| Raymond James Financial Services, Inc. | Bethany Beach, DE | Apr 2012 - Current | 12 |
| Raymond James Financial Services Advisors Inc. | Bethany Beach, DE | Apr 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- DE
- MD
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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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