Richard Schank (CRD# 1399230) is an Investment Advisor Representative working at Pts Brokerage, LLC in Mount Laurel, NJ and has over 24 years of experience in the finance industry. Richard Schank has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pts Tax Advisors, LLC | Mt Laurel, NJ | Nov 2010 - Current | 13 |
| Pts Brokerage, LLC | Mt Laurel, NJ | Oct 2001 - Current | 22 |
| Pts Benefits, LLC | Mt Laurel, NJ | Aug 2002 - Nov 2022 | 20 |
| Professional Training Services | Mt. Laurel, NJ | Mar 1991 - Jun 2021 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
- FL
- NJ
- PA
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Total Assets Under Management81MILLIONS
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Total Number of Accounts556ACCOUNTS
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Average Account Value$144,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DE, FL, NJ, NY, PA
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