Richard Oberuc (CRD# 1652957) is an Investment Advisor Representative working at First National Advisors LLC in Rockland, MA and has over 13 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First National Corporation | Rockland, MA | Apr 2012 - Current | 12 |
| Burlington Hall Asset Management, Inc. | Bradenton, FL | Jan 1988 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- FL
- MA
-
Total Assets Under Management1,306MILLIONS
-
Total Number of Accounts2,516ACCOUNTS
-
Average Account Value$518,913
- 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
CA, CT, FL, GA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA
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