Richard GottererCRD Number: 1438859
Current Firm: Calamos Wealth Management LLC
Richard Gotterer (CRD# 1438859) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 5 years of experience in the finance industry. Richard Gotterer 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Calamos Wealth Management LLC||Coral Gables, FL||Jul 2015 - Current||1|
|Wescott Financial Advisory Group LLC||Miami, FL||May 2010 - Current||6|
|Gibraltar Private Bank||Miami, FL||Dec 2000 - Current||16|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2010|
Total Assets Under Management1,050MILLIONS
Total Number of Accounts1,285ACCOUNTS
Average Account Value$817,144
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV
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