Richard Hoy (CRD# 2486270) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in La Plata, MD and has over 29 years of experience in the finance industry.
CRD# 5969842
Reframe Wealth, LLC
CRD# 1468255
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1685657
Your Best Path, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | Richmond, VA | Nov 2016 - Current | 7 |
| Lpl Financial, LLC | La Plata, MD | Oct 2016 - Current | 7 |
| Unemployed | La Plata, MD | Jun 2016 - Oct 2016 | < 1 |
| Infinex Investments, Inc. | Waldorf, MD | Jun 2008 - Jun 2016 | 8 |
| Community Bank Of Tri-county | Waldorf, MD | Nov 2005 - Jun 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1995 |
- MD
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Total Assets Under Management4,542MILLIONS
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Total Number of Accounts17,793ACCOUNTS
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Average Account Value$255,250
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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