Timothy Richter, financial advisor Cherry Hill NJ
93 score

Timothy Richter

CRD Number: 1281353
Current Firm: Td Private Client Wealth LLC

Timothy Richter (CRD# 1281353) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Cherry Hill, NJ and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Td Private Client Wealth LLC Cherry Hill, NJ Nov 2012 - Current 4
Td Bank, N.a. Cherry Hill, NJ Jun 2011 - Current 5
Lpl Financial LLC Cherry Hill, NJ Oct 2011 - Dec 2012 1
Uvest Financial Services Charlotte, NC Feb 2011 - Oct 2011 < 1
Carolina First Securities Columbia, SC Feb 2011 - Oct 2011 < 1
Constantin Control Associates Jersey City, NJ Jun 2010 - Jun 2011 1
Source For Teachers Cherry Hill, NJ Dec 2009 - Sep 2010 < 1
Unemployment Cherry Hill, NE Jun 2009 - Jun 2010 1
Aramark Philadelphia, PA Mar 2010 - May 2010 < 1
Aramark Philadelphia, PA Oct 2009 - Nov 2009 < 1
Scottrade Marlton, NJ Nov 2003 - Jun 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
S63 Uniform Securities State Law Examination Oct 1985
Contact Info for Timothy J. Richter
Phone Number: 212-897-2399
Firm Website: http://www.tdbank.com
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    1,061
    MILLIONS
  • Total Number of Accounts
    1,318
    ACCOUNTS
  • Average Account Value
    $804,695
Compensation Options
  • A percentage of assets under your management
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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