Richard Waldrep, financial advisor Greenville SC
93 score

Richard Waldrep

CRD Number: 1208688
Current Firm: Advantage Investment Management, LLC

Richard Waldrep (CRD# 1208688) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Greenville, SC and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Advantage Investment Management, LLC Greenville, SC Jul 2012 - Current 4
Lpl Financial, LLC Greenville, SC Jul 2012 - Current 4
National Planning Corporation Greenville, SC Jun 2004 - Jul 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination Oct 1993
Contact Info for Richard A. Waldrep
Phone Number: 319-366-7300
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    564
    MILLIONS
  • Total Number of Accounts
    3,956
    ACCOUNTS
  • Average Account Value
    $142,513
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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

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