Richard CohenCRD Number: 1460244
Current Firm: Foresters Equity Services, Inc.
Richard Cohen (CRD# 1460244) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Tampa, FL and has over 31 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
|Foresters Equity Services, Inc.||Amherst, NH||Mar 2010 - Current||7|
|Signator Investors Inc.||Westborough, MA||Jan 2008 - Mar 2010||2|
|Ltc Now||Nashua, NH||Sep 2001 - Jan 2008||6|
|Mass Mutual Life Insurance||Wellesley, MA||Aug 2006 - May 2007||< 1|
|Mml Investors Services Inc.||Wellesely, MA||Aug 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1986|
|S65||NASAA Investment Advisors Law Examination||Nov 2009|
Total Assets Under Management11MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$86,354
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV