Richard Wunderlich (CRD# 1395400) is an Investment Advisor Representative working at Money Concepts Advisory Service in Minerva, OH and has over 18 years of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 1349069
Mml Investors Services, LLC
CRD# 1070075
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Concepts Capital | Palm Beach Gardens, FL | Mar 2023 - Current | 1 |
| Evanich Accounting & Tax LLC | Minerva, OH | Sep 2017 - Current | 6 |
| Nb Re Advisors LLC | Solon, OH | Jul 2011 - Current | 12 |
| Evergreen Financial Services, LLC | Cleveland, OH | Jan 2005 - Current | 19 |
| Mariner Investment Group | Minerva, OH | Jul 2017 - Mar 2023 | 5 |
| Efs Investment Advisors LLC | Cleveland Hts, OH | Mar 2017 - Mar 2023 | 6 |
| America Northcoast Securities. Inc. | Cleveland, OH | Aug 2014 - Jul 2017 | 2 |
| Arbor Court Capital LLC | Cleveland, OH | Jan 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management2,904MILLIONS
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Total Number of Accounts14,363ACCOUNTS
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Average Account Value$202,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
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