Richard Kaufman, financial advisor Reading PA
93 score

Richard Kaufman

CRD Number: 1012069
Current Firm: Investacorp Advisory Services Inc.

Richard Kaufman (CRD# 1012069) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Reading, PA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Investacorp Advisory Services Miami Lakes, FL Jun 2007 - Current 9
Investacorp, Inc. Miami Lakes, FL Aug 1986 - Current 30
Kaufman Advisory Services Inc. Reading, PA Jun 1984 - Current 32
Kaufman Finacial Services Reading, PA Oct 1982 - Current 34
Northwestern Mutual Life Milwaukee, WI Nov 1980 - Current 36
Self Employed Reading, PA Nov 1978 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
Contact Info for Richard A. Kaufman
Phone Number: 305-557-3000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,606
    MILLIONS
  • Total Number of Accounts
    6,229
    ACCOUNTS
  • Average Account Value
    $257,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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