Richard Sabo, financial advisor Gibsonia PA
93 score

Richard Sabo

CRD Number: 1863167
Current Firm: J. W. Cole Advisors, Inc.

Richard Sabo (CRD# 1863167) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Gibsonia, PA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Aug 2014 - Current 2
J.w. Cole Advisors, Inc. Tampa, FL Aug 2014 - Current 2
Spc Ann Arbor, MI May 2012 - Aug 2014 2
Sammons Securities Company, LLC Ann Arbor, MI Aug 2011 - Aug 2014 3
Money Concepts Capital Corp Palm Beach Gardens, FL Dec 1992 - Aug 2011 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
Contact Info for Richard P. Sabo
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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