Richard Cline, financial advisor Lincroft NJ
90 score

Richard Cline

CRD Number: 6022309
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Richard Cline (CRD# 6022309) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincroft, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Jersey City, NJ Apr 2015 - Current 1
Bank Of Amercia, N.a. Jersey City, NJ Apr 2015 - Current 1
Wells Fargo Advisors LLC Rockaway, NJ Jan 2012 - Mar 2015 3
Wells Fargo Bank Na Norfolk, VA Mar 2011 - Aug 2014 3
Endeavor Marketing Virginia Beach, VA Jan 2011 - Mar 2011 < 1
Northrop Grumman Apprentice School Newport News, VA Apr 2008 - Dec 2010 2
Mcdaniel College Westminster, MD Jul 2007 - Mar 2008 < 1
Unemployed Union Beach, NJ May 2007 - Jul 2007 < 1
Guilford College Greensboro, NC Aug 2006 - May 2007 < 1
Moravian College Bethlehem, PA Sep 2002 - Sep 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Richard J. Cline
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 pooled investment vehicles (other than investment companies)
  • 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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