Richard Simkus (CRD# 1269936) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Newtown, PA and has over 39 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Apollon Wealth Management | Mt. Pleasant, SC | Jun 2021 - Current | 2 |
Purshe Kaplan Sterling Investments | Albany, NY | Jan 2021 - Current | 3 |
Prism Advisory Group, LLC | Newtown, PA | Dec 2009 - Current | 14 |
Frontier Solutions, LLC | Richmond, VA | Jan 2018 - Dec 2020 | 2 |
Thomas Mcdonald Partners LLC | Cleveland, OH | Dec 2009 - Dec 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1984 |
S65 | NASAA Investment Advisors Law Examination | Jun 1992 |
- PA
-
Total Assets Under Management3,363MILLIONS
-
Total Number of Accounts11,192ACCOUNTS
-
Average Account Value$300,473
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, VT, WA, WI, WV, WY
About Wealthminder
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 derived from SEC.gov data covering 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.
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.