Daniel Richmond, financial advisor Canonsburg PA
96 score

Daniel Richmond

CRD Number: 5428137
Current Firm: Hefren-tillotson, Inc.

Daniel Richmond (CRD# 5428137) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Canonsburg, PA and has over 8 years of experience in the finance industry. Daniel Richmond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hefren-tillotson, Inc. Pittsburgh, PA Sep 2007 - Current 9
Richmond Retirement Svc. Bethel Park, PA May 2004 - Aug 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Daniel C. Richmond
Phone Number: 412-434-0990
Firm Website: https://www.hefren.com
Registered State(s):
  • CA
  • PA
By the Numbers
  • Total Assets Under Management
    5,841
    MILLIONS
  • Total Number of Accounts
    19,042
    ACCOUNTS
  • Average Account Value
    $306,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Types of Clients
Registered States

AZ, CA, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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