Richard Desimone (CRD# 5309199) is an Investment Advisor Representative working at Mml Investors Services, LLC in Tampa, FL and has over 10 years of experience in the finance industry.
CRD# 6038980
Gavin Management Group, Inc.
Score
103
CRD# 1360183
The Financial Well, Inc.
Score
103
CRD# 2254221
Gator Capital Management, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services | Tampa, FL | Apr 2017 - Current | 1 |
| Massachusetts Mutual Life Insurance Company | Tampa, FL | Apr 2017 - Current | 1 |
| J.p. Morgan Securities LLC | Lakeland, FL | Sep 2015 - Apr 2017 | 1 |
| Uber | San Francisco, CA | Jan 2016 - May 2016 | < 1 |
| Allstate Financial Services | Wesley Chapel, FL | May 2015 - Sep 2015 | < 1 |
| Allstate Insurance Co | Wesley Chapel, FL | May 2015 - Aug 2015 | < 1 |
| Nwm/rebecca Bast | Tampa, FL | Feb 2015 - Apr 2015 | < 1 |
| Nwm/david Scott Silver | Tampa, FL | Oct 2012 - Apr 2015 | 2 |
| Northwestern Mutual Wealth Management Company | Tampa, FL | Jun 2012 - Oct 2012 | < 1 |
| Northwestern Mutual Life Insurance Company | Tampa, FL | May 2012 - Oct 2012 | < 1 |
| Chase Investment Services Corp | St. Petersburg, FL | Sep 2010 - Apr 2012 | 1 |
| Jp Morgan Chase Bank Na | St. Petersburg, FL | Sep 2010 - Apr 2012 | 1 |
| Nwm/james I Campbell | Tallahassee, FL | Aug 2009 - Sep 2010 | 1 |
| Nwm/mabry J Romero | Tallahassee, FL | Aug 2008 - Aug 2009 | 1 |
| Ameriprise Financial Services, Inc. | Tampa, FL | Aug 2007 - Jul 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- FL
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Total Assets Under Management25,618MILLIONS
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Total Number of Accounts157,759ACCOUNTS
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Average Account Value$162,387
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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