Richard KaufmanCRD 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.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|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|
Total Assets Under Management1,606MILLIONS
Total Number of Accounts6,229ACCOUNTS
Average Account Value$257,783
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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