Richard TidballCRD Number: 1246151
Current Firm: Sagepoint Financial, Inc.
Richard Tidball (CRD# 1246151) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Pittsburgh, PA and has over 30 years of experience in the finance industry. Richard Tidball 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.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Current||9|
|T & D Advisors Incorporated||Pittsburgh, PA||Aug 2002 - Current||15|
|American General Securities Incorporated||Pittsburgh, PA||Jan 1994 - Current||24|
|Aig Financial Advisors, Inc.||Pittsburgh, PA||Oct 2008 - Jan 2009||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1987|
|S65||NASAA Investment Advisors Law Examination||Sep 2000|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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
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