Richard DefreitasCRD Number: 4941472
Current Firm: Pmsource LLC
Richard Defreitas (CRD# 4941472) is an Investment Advisor Representative working at Pmsource LLC in Marlton, NJ and has over 12 years of experience in the finance industry.
Lpl Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Avantax Advisory Services
|Pmsource LLC||Deptford, NJ||Aug 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts5ACCOUNTS
Average Account Value$37,040
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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