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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 Defluri is a registered investment advisor with Abundance Wealth Counselors, LLC. Richard is a veteran financial advisor with a career spanning over four decades. He is a licensed representative in Pennsylvania and Texas. Richard's specializations include investments for individuals, families, and businesses, as well as retirement planning, financial planning, and portfolio management for pooled investment vehicles. Prior to joining Abundance Wealth Counselors, Richard held a position at 1717 Capital Management Company. Richard has a solid history of providing clients with comprehensive financial guidance.
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.
Personalized portfolio management to meet individual financial objectives.
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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2
PA
07/26/2011 - Present
Abundance Wealth Counselors, LLC (STATE COLLEGE PA)
DE
04/21/1978 - 08/15/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1978
Series 1 - Registered Representative Examination
Active
Inactive
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