Richard Nudelman (CRD# 4537832) is an Investment Advisor Representative working at Avantax Advisory Services in Owings Mills, MD and has over 19 years of experience in the finance industry. Richard Nudelman 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 put clients' interests first and comply with the Financial Planning Practice Standards.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Owings Mills, MD | Oct 2019 - Current | 4 |
| Avantax Advisory Services | Owings Mills, MD | Oct 2019 - Current | 4 |
| Nudelman & Associates Cpa's LLC | Columbia, MD | Sep 2008 - Current | 15 |
| Avantax Insurance Services, Inc. | Owings Mills, MD | Mar 2006 - Current | 18 |
| 1st Global Capital Corp. | Ellicott City, MD | Sep 2004 - Oct 2019 | 15 |
| 1st Global Advisors, Inc. | Ellicott City, MD | Sep 2004 - Oct 2019 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2005 |
- MD
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, WY
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