Richard Simkus, financial advisor Newtown PA
93 score

Richard Simkus

CRD Number: 1269936
Current Firm: Prism Funds, LLC

Richard Simkus (CRD# 1269936) is an Investment Advisor Representative working at Prism Funds, LLC in Newtown, PA and has over 33 years of experience in the finance industry.

Similar Advisors
Jeffrey Jones, financial advisor Newtown PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Newtown PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Similar Advisors
Steven Clott, financial advisor Newtown PA
Steven M. Clott
CRD# 1439761
Dedicated Investment Advisers LLC
Score
103
Company Name Location Dates Years
Prism Advisory Group, LLC Newtown, PA Dec 2009 - Current 8
Thomas Mcdonald Partners LLC Cleveland, OH Dec 2009 - Dec 2017 8
American Securities Group, Inc. Boca Raton, FL Nov 2004 - Dec 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Jun 1992
Contact Info for Richard V. Simkus
Phone Number: 215-579-0966
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    45
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $22,634,831
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Other
Types of Clients
Registered States

NJ, PA

Ready to hire a financial advisor? Get competitive proposals from Richard Simkus and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.