Richard Shaner (CRD# 7339748) is an Investment Advisor Representative working at Etf Architect in Havertown, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Etf Architect | Havertown, PA | Nov 2023 - Current | < 1 |
| Marketing Genius LLC | Cheyenne, WY | Dec 2018 - Current | 5 |
| Alpha Architect LLC | Havertown, PA | Jan 2021 - Nov 2023 | 2 |
| Rs Partners LLC | Phoenixville, PA | Aug 2012 - Dec 2020 | 8 |
- PA
-
Total Assets Under Management9,162MILLIONS
-
Total Number of Accounts219ACCOUNTS
-
Average Account Value$41,835,760
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
PA, PR, WI
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