Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Richards is a financial advisor with Wealthcare Advisory Partners LLC, based in West Chester, PA. He is a registered Investment Advisor Representative and has been in the industry since 2001. Thomas has a broad range of experience, having previously worked with Wells Fargo Clearing Services, LLC, and Davenport & Company LLC. He has specialized knowledge in various financial services, including pension consulting, portfolio management for individuals and businesses, and selection of other advisors. He has a strong track record of providing financial advice to high net worth individuals, corporations, and charitable organizations. Thomas is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
01/08/2021 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
VA
02/28/2007 - 01/14/2021
WELLS FARGO CLEARING SERVICES, LLC (LYNCHBURG VA)
VA
09/01/2005 - 01/31/2007
DAVENPORT & COMPANY LLC (LYNCHBURG VA)
NY
05/02/2001 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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