Richard RowleyCRD Number: 6170341
Current Firm: Cambridge Investment Research Advisors, Inc.
Richard Rowley (CRD# 6170341) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lancaster, PA and has over 4 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Mar 2013 - Current||4|
|Rowley Financial||Lancaster, PA||Mar 2013 - Current||4|
|Self Employed @ Richard Matthew Rowley Painting||Manheim, PA||Jun 2005 - Feb 2013||7|
|Wissler's Motors||Mt. Joy, PA||Aug 2007 - Jun 2008||< 1|
|Conestoga Auction||Manheim, PA||Aug 2005 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
|S63||Uniform Securities State Law Examination||Oct 2013|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Market timing services
- Educational seminars/workshops