Richard DriscollCRD Number: 72091
Current Firm: Securities America Advisors, Inc.
Richard Driscoll (CRD# 72091) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Durham, NH and has over 32 years of experience in the finance industry.
Silver Maple Financial, LLC
Infinex Investments, Inc.
Woodbury Financial Services, Inc.
|Everbank||Jacksonville, FL||Jun 2005 - Current||17|
|Securities America Advisors, Inc.||Simsbury , CT||Aug 2000 - Current||22|
|Securities America, Inc.||Simsbury, CT||Jul 2000 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1989|
|S65||NASAA Investment Advisors Law Examination||Jan 1998|
Total Assets Under Management45,429MILLIONS
Total Number of Accounts211,800ACCOUNTS
Average Account Value$214,492
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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