Richard Echevarria (CRD# 4194008) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cranford, NJ and has over 23 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Cranford, NJ | Oct 2016 - Current | 7 |
| United Financial Services | Baltimore, MD | Apr 2015 - Current | 9 |
| Transamerica Agency Network | Cranford, NJ | Oct 2014 - Current | 9 |
| Park Avenue Securities LLC | Melville, NY | Mar 2012 - Oct 2014 | 2 |
| Guardian Life Insurance | Melville, NY | Mar 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
- NJ
- PA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, VI, VT, WA, WI, WV, WY
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