Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard F. White has been in the financial services industry since July 18, 1991. Richard is a Registered Representative of Innovation Partners LLC. Richard has extensive experience in the financial services industry, specializing in providing financial planning, consulting services, and investment advice to individuals and businesses. Richard's expertise includes retirement planning, college savings, and asset allocation. Richard also holds a Series 6, Series 63 and SIE license.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
PA
09/01/2021 - Present
Innovation Partners LLC (Broomall PA)
PA
06/23/1993 - 09/10/2021
AVANTAX INVESTMENT SERVICES, INC. (Broomall PA)
PA
10/10/1991 - 06/25/1993
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NJ
07/19/1991 - 10/15/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/19/1991 - 10/15/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 11/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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