Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Vera is a registered investment advisor representative with Avantax Advisory Services. Richard has been in the industry since 2000 and has a Series 7 and Series 63 license. Richard is also a Personal Financial Specialist. Richard has experience providing financial planning and investment advice to individuals and businesses. Richard is a shareholder in Vera-CPA Inc. and provides income tax return preparation, forensic accounting, and fraud examination services. Richard also serves as a Finance Committee member for the Hemlock Farms Community Association.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
PA
09/14/2023 - Present
Avantax Advisory Services (Lords Valley PA)
TX
04/07/2000 - 08/17/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
NA
11/21/1991 - 09/15/1992
DONALD & CO. SECURITIES INC.
NA
08/29/1991 - 11/13/1991
THOMAS JAMES ASSOCIATES, INC.
BC
Issued 02/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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