Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Vassos is an investment advisor representative registered with Vassos Investments, LLC. Richard has been in the industry since January 1997. Richard is registered with the state of New Jersey and has passed the Uniform Investment Adviser Law Examination. Richard is currently employed with Vassos Investments, LLC and provides financial planning and portfolio management services to individuals. Vassos Investments, LLC manages approximately $20.12 million in assets. Vassos Investments, LLC primarily serves high-net-worth individuals and other individuals, and they manage approximately $20.12 million in assets for their clients.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
05/11/2018 - Present
Vassos Investments, LLC (MOUNT LAUREL NJ)
IA
Issued 04/23/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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