Richard MayCRD Number: 5055290
Current Firm: Cetera Investment Advisers LLC
Richard May (CRD# 5055290) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Peru, IL and has over 16 years of experience in the finance industry.
Cuso Financial Services, LP
Lpl Financial LLC
Commonwealth Financial Network
|Cetera Financial Specialists LLC||Schaumburg, IL||Oct 2005 - Current||16|
|Cetera Investment Advisers LLC||Schaumburg, IL||Oct 2005 - Current||16|
|Bokus & May, P.c.||Peru, IL||Oct 1988 - Dec 2013||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2006|
|S65||NASAA Investment Advisors Law Examination||Nov 2005|
Total Assets Under Management28,326MILLIONS
Total Number of Accounts129,758ACCOUNTS
Average Account Value$218,298
- 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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