Richard DoveCRD Number: 5543888
Current Firm: Suntrust Investment Services, Inc.
Richard Dove (CRD# 5543888) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Durham, NC and has over 9 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Suntrust Bank||Durham, NC||Feb 2015 - Current||2|
|Suntrust Investment Services, Inc.||Atlanta, GA||Feb 2015 - Current||2|
|Wells Fargo Advisors LLC||Durham, NC||May 2009 - Feb 2015||5|
|Wachovia Bank, N.a.||Raleigh, NC||Jun 2008 - Feb 2015||6|
|Wachovia Securities, LLC||Raleigh, NC||Jun 2008 - May 2009||< 1|
|Bank Of America||Chapel Hill, NC||Dec 2007 - Jun 2008||< 1|
|Sears||Durham, NC||Nov 2007 - Dec 2007||< 1|
|Enterprise Rent-a-car||Durham, NC||Nov 2004 - Nov 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2008|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV