Richard Wiethorn (CRD# 4313050) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Clinton, NC and has over 23 years of experience in the finance industry.
CRD# 4249497
Truist Advisory Services, Inc.
CRD# 6376443
Credit Union Investment Services
CRD# 4286139
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Jul 2022 - Current | 1 |
| Southern Bank And Trust | Clinton, NC | Jul 2022 - Current | 1 |
| First Horizon Advisors | Raleigh, NC | Apr 2020 - Jul 2022 | 2 |
| Wells Fargo Clearing Services, LLC | Raleigh, NC | Nov 2016 - Apr 2020 | 3 |
| Wells Fargo Advisors, LLC | Raleigh, NC | Sep 2015 - Nov 2016 | 1 |
| First Citizens Investor Services | Raleigh, NC | Jun 2014 - Sep 2015 | 1 |
| Essex National Securities, LLC | Napa, CA | Aug 2011 - Jun 2014 | 2 |
| First Commonwealth Advisors | Bridgeville, PA | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
- NC
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- 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
- 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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