Richard Eddy, financial advisor Johnson City TN

Richard Eddy

CRD Number: 3165785
Current Firm: Financial Leadership

Richard Eddy (CRD# 3165785) is an Investment Advisor Representative working at Financial Leadership in Johnson City, TN and has over 25 years of experience in the finance industry. Richard Eddy 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.

Similar Advisors
Michael Bird, financial advisor Johnson City TN
Michael D. Bird
CRD# 2842154
On Investment Management Co
Similar Advisors
Donna Alexander, financial advisor Johnson City TN
Donna D. Alexander
CRD# 1428498
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Richard Alexander, financial advisor Johnson City TN
Richard C. Alexander
CRD# 4342165
Edward Jones
Professional Designations
Company Name Location Dates Years
Richard E. Eddy, Cfp®, Llc Dba Financial Leadership Johnson City, TN Sep 2015 - Current 8
Eddy, Cpa Johnson City, TN Aug 2015 - Current 8
Eddy & Eddy, Cpa's P.c. Johnson City, TN Dec 1988 - Aug 2015 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Richard E. Eddy
Phone Number: 423-283-0667
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $103,961
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

TN

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.