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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard David Derafelo is a financial advisor with EP Wealth Advisors. Richard is a CERTIFIED FINANCIAL PLANNER™ professional. Richard has been in the financial services industry for over 20 years and is a registered investment advisor in California, Pennsylvania, South Carolina, and Texas. Richard has worked for several firms, including Waddell & Reed, Lehman Financial Resources, and Lehman & Derafelo Financial Resources. Richard is a member of the Advisory Committee to Brookwood Gas & Convenience LP, a limited partnership in which certain advisory clients are invested.
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.
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.
Retirement plan advisory services & tax preparation services
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.
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CA
07/04/2024 - Present
EP Wealth Advisors (TORRANCE CA)
NV
08/14/2003 - 11/30/2004
FINANCIAL WEST GROUP (RENO NV)
KS
08/23/2002 - 08/15/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 05/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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