Rtd Financial Advisors Inc.

Rtd Financial Advisors Inc. (CRD# 110744) is a financial advisory firm headquartered in Philadelphia, PA. They manage $979,940,023 in 470 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    980
    MILLION
  • Total Number of Accounts
    470
    ACCOUNTS
  • Average Account Value
    $2,084,979
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, DE, FL, GA, LA, MD, NC, NJ, NY, PA, RI, SC, TX, VA, VT

Financial Advisors at Rtd Financial Advisors Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Richard J. Durso
CRD#: 2772293
30 S. 17th Street, Ste 1620, Philadelphia, PA 19103
96
Wealthminder
score

Richard Durso (CRD# 2772293) is an Investment Advisor Representative working at Rtd Financial Advisors Inc. in Philadelphia, PA and has over 20 years of experience in the finance industry. Richard Durso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Monica M. Garver
CRD#: 2913221
30 S. 17th Street, Suite 1620, Philadelphia, PA 19103
96
Wealthminder
score

Monica Garver (CRD# 2913221) is an Investment Advisor Representative working at Rtd Financial Advisors Inc. in Philadelphia, PA and has over 18 years of experience in the finance industry. Monica Garver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Irene S. Giman
CRD#: 1240869
751 Route 73 North, Suite 8, Marlton, NJ 08053
96
Wealthminder
score

Irene Giman (CRD# 1240869) is an Investment Advisor Representative working at Rtd Financial Advisors Inc. in Marlton, NJ and has over 33 years of experience in the finance industry. Irene Giman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Mitchell J. Metz
CRD#: 1417894
751 Route 73 North, Suite 8, Marlton, NJ 08053
96
Wealthminder
score

Mitchell Metz (CRD# 1417894) is an Investment Advisor Representative working at Rtd Financial Advisors Inc. in Marlton, NJ and has over 31 years of experience in the finance industry. Mitchell Metz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Lynn E. Price
CRD#: 2545364
30 South 17th Street, Suite 1620, Philadelphia, PA 19103
96
Wealthminder
score

Lynn Price (CRD# 2545364) is an Investment Advisor Representative working at Rtd Financial Advisors Inc. in Philadelphia, PA and has over 22 years of experience in the finance industry. Lynn Price has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Michael J. Smith
CRD#: 1504622
30 S. 17th Street, Ste 1620, Philadelphia, PA 19103
96
Wealthminder
score

Michael Smith (CRD# 1504622) is an Investment Advisor Representative working at Rtd Financial Advisors Inc. in Philadelphia, PA and has over 31 years of experience in the finance industry. Michael Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Alan M. Brecher
CRD#: 4666352
30 South 17th Street, Suite 1620, Philadelphia, PA 19103
93
Wealthminder
score

Alan Brecher (CRD# 4666352) is an Investment Advisor Representative working at Rtd Financial Advisors Inc. in Philadelphia, PA and has over 14 years of experience in the finance industry.

8
Richard J. Busillo
CRD#: 725324
30 S. 17th Street, Suite 1620, Philadelphia, PA 19103
93
Wealthminder
score

Richard Busillo (CRD# 725324) is an Investment Advisor Representative working at Rtd Financial Advisors Inc. in Philadelphia, PA and has over 31 years of experience in the finance industry.

9
Roy T. Diliberto
CRD#: 67983
30 S. 17th Street, Ste 1620, Philadelphia, PA 19103
93
Wealthminder
score

Roy Diliberto (CRD# 67983) is an Investment Advisor Representative working at Rtd Financial Advisors Inc. in Philadelphia, PA and has over 35 years of experience in the finance industry.

10
Roberta B. Goldbaugh
CRD#: 5087643
30 S. 17th Street, Ste 1620, Philadelphia, PA 19103
93
Wealthminder
score

Roberta Goldbaugh (CRD# 5087643) is an Investment Advisor Representative working at Rtd Financial Advisors Inc. in Philadelphia, PA and has over 11 years of experience in the finance industry.

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