Richard DetillioCRD Number: 3132926
Current Firm: Vantage Financial Group, Inc.
Richard Detillio (CRD# 3132926) is an Investment Advisor Representative working at Vantage Financial Group, Inc. in Cleveland, OH and has over 7 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Cetera Advisor Networks LLC||El Segundo, CA||Sep 2013 - Current||4|
|Vantage Financial Group, Inc.||Cleveland, OH||Nov 2012 - Current||4|
|Walnut Street Securities Inc.||Westville, OH||Nov 2012 - Aug 2013||< 1|
|Woodbury Financial||Westerville, OH||Nov 2005 - Nov 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2010|
Total Assets Under Management429MILLIONS
Total Number of Accounts1,942ACCOUNTS
Average Account Value$220,931
- 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
AZ, CA, CO, CT, FL, IL, IN, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX