Richard Switzer, financial advisor Paoli PA

Richard Switzer

CRD Number: 3275990
Current Firm: Paoli Financial Advisors, Ltd.

Richard Switzer (CRD# 3275990) is an Investment Advisor Representative working at Paoli Financial Advisors, Ltd. in Paoli, PA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jun 2016 - Current 7
Paoli Financial Advisors, Ltd. Paoli, PA Oct 2015 - Current 8
Preferred Food Service, Inc. Paoli, PA Oct 2013 - Current 10
Chriskoll, Inc. Paoli, PA Sep 2013 - Current 10
R. L. Switzer Esq., Ltd. Paoli, PA Mar 1992 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Jan 2016
Disclosure Information

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
Contact Info for Richard L. Switzer
Phone Number: 610-526-2790
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $602,603
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

DE, NJ, PA

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