Richard Byrne (CRD# 1010320) is an Investment Advisor Representative working at Divi-vest Advisors in Wayne, PA and has over 42 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Divi-vest Advisors, Inc. | Wayne, PA | May 1991 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1981 |
| S65 | NASAA Investment Advisors Law Examination | May 1990 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management14MILLIONS
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Total Number of Accounts13ACCOUNTS
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Average Account Value$1,109,121
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
PA
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