Richard Doleva (CRD# 1893261) is an Investment Advisor Representative working at Richard P. Doleva & Associates in East Longmeadow, MA and has over 22 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagepoint Financial, Inc. | East Longmeadow, MA | Jan 2009 - Current | 13 |
| Richard P Doleva Cpa | E. Longmeadow, MA | May 1989 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2000 |
- CT
- FL
- MA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
CT, FL, MA
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