Richard SanchezCRD Number: 6612661
Current Firm: Securities America Advisors, Inc.
Richard Sanchez (CRD# 6612661) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rockaway, NJ and has over 2 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Wells Fargo Clearing Services, LLC
|Securities America Advisors, Inc.||Rockaway, NJ||Feb 2019 - Current||2|
|Securities America, Inc.||Rockaway, NJ||Sep 2018 - Current||3|
|Directional Wealth Management||Rockaway, NJ||Jun 2018 - Current||3|
|Bakery||Paterson, NJ||Sep 2009 - Jun 2018||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2019|
Total Assets Under Management39,299MILLIONS
Total Number of Accounts217,546ACCOUNTS
Average Account Value$180,647
- 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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