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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 Bell is an Investment Advisor Representative with Waverly Advisors, LLC. Richard has been working in the financial industry since 1991 and has experience with providing financial planning services to individuals and businesses. Richard is registered in both New Jersey and Pennsylvania. Richard is a Series 65, 63, 7, 24 and SIE licensed representative.
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.
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
12/17/2024 - Present
Waverly Advisors, LLC (PAOLI PA)
NJ
09/08/2009 - 08/31/2016
LPL FINANCIAL LLC (HADDONFIELD NJ)
NJ
01/08/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (HADDONFIELD NJ)
WI
08/31/1998 - 07/09/2001
SII INVESTMENTS, INC. (APPLETON WI)
AZ
05/26/1995 - 08/31/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
01/10/1997 - 10/16/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
12/09/1991 - 06/15/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/23/1991 - 10/07/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/1997
Series 24 - General Securities Principal Examination
BC
Issued 08/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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