Richard Hartney (CRD# 3193166) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Lumberton, NC and has over 25 years of experience in the finance industry.
CRD# 1702456
Truist Advisory Services, Inc.
CRD# 6645479
Credit Union Investment Services
CRD# 6578789
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors | Durham, NC | Feb 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2001 |
- AZ
- CO
- FL
- GA
- NJ
- NC
- PA
- SC
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Total Assets Under Management25,247MILLIONS
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Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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