Richard BulcavageCRD Number: 1262807
Current Firm: Money Concepts Advisory Service
Richard Bulcavage (CRD# 1262807) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 32 years of experience in the finance industry. Richard Bulcavage 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.
Castle Wealth Management
Castle Wealth Management
Financial Security Services, LLC
|Portcity Mortgage||Alexandria, VA||Nov 1992 - Current||24|
|Money Concepts Capital Corp||Palm Beach Gardens, FL||Dec 1985 - Current||31|
|Bishop Ireton High School||Alecandria, VA||Sep 1979 - Current||37|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1984|
|S65||NASAA Investment Advisors Law Examination||Oct 1993|
Total Assets Under Management1,181MILLIONS
Total Number of Accounts10,305ACCOUNTS
Average Account Value$114,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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, VT, WA, WI, WV
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