Richard DolevaCRD Number: 1893261
Current Firm: Richard P. Doleva & Associates
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.
Milestone Asset Management Group, LLC
Advice And Planning Services
Lpl Financial LLC
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Financial planning services
- Selection of other advisers (including private fund managers)
CT, FL, MA
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