RV
Richard A. Vera
VERA-CPA
LORDS VALLEY, PA
Some features on this profile are disabled
CRD#: 2140555
RV
Professional summary
Richard Allen Vera II, who also goes by Rich Vera, Richard A Vera II, Richard Vera, is a registered financial advisor currently at VERA-CPA, INC. located in Lords Valley, Pennsylvania.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Richard has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rich Vera | Richard A Vera Ii | Richard Vera
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
VERA-CPA INC POSITION: Shareholder NATURE: The following services are currently offered: Income Tax return preparation for both individuals and small businesses. Forensic accounting and fraud examination services related to both businesses and individuals including, financial reconstruction, loss analysis, preventative fraud audits/ checkups. Business consultations to determine the tax implications of entity choice and general financial consultations. Digital forensics computer and data analysis. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 02/05/2020 ADDRESS: 209 Remuda Drive, 2245 Hemlock Farms, Lords Valley PA 18428, United States DESCRIPTION: My duties include: Marketing Software selection / purchasing income tax return preparation forensic accounting / fraud examinations Digital forensic examinations HEMLOCK FARMS COMMUNITY ASSOCIATION POSITION: Finance Committee member NATURE: I serve as a Volunteer committee member of finance committee which is an advisory committee to the elected HOA board of Hemlock Farms and Hemlock Farms Community Association (HFCA). HFCA is a non-profit organization which manages the private gated community within which I live.HFCA manages dues collection, common area repair of HFCA facilities, road repair, water treatment and other community services. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2020 ADDRESS: 1007 Hemlock Farms, Lords Valley PA 18428, United States DESCRIPTION: Top 5 duties::1. Attend monthly meetings lasting approximately 1 hour.2.Review budget proposals.3. Suggest cost savings measure to curb expenses.4. Ask budgetary questions to better identify cost savings.5. Read finance committee bylaws to assist in increasing overall knowledge. RENTAL PROPERTY POSITION: Owner NATURE: Duplex rental Buffalo, NY INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 209 Remuda Dr, 2245 Hemlock Farms, Lords Valley PA 18428, United States DESCRIPTION: collect rent, arrange for maintenance, sign lease agreements. THE NATIONAL FOUNDATION FOR ANIMAL RESCUE POSITION: Trustee NATURE: The National Foundation for Animal Rescue (NFFAR) is a no-kill animal rescue organization based in northern New Jersey. NFFAR is an all-foster network committed to helping cats and dogs in need of homes.The purpose of the foundation is to provide medical assistance, foster homes, and adoption services to previously lost, abandoned, abused, or neglected animals in the New Jersey area as well as assisting animals and people in other states. Almost all the animals the foundation rescues require immediate medical attention. NFFAR never turns away or euthanizes an animal because of the expense involved in returning them to good health. All of their rescued animals are evaluated for temperament, examined by a veterinarian, vaccinated, and spayed or neutered, if age appropriate. They then receive monthly flea/tick preventative. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2005 ADDRESS: 54 Skytop Drive, Mahwah NJ 07430, United States DESCRIPTION: 1. Meet with trustees periodically.2. Complete annual 990 income non-profit tax return3. Answer question posed by the foundation's full charge bookkeeper for yearendadjustments impacting tax return preparation.4. Assist in animal transportation.5. Assist with feral animal trapping. ESTATE OF CESAR A SANTANA POSITION: Executor NATURE: Executor of the estate of Cesar A Santana - deceased INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/05/2023 ADDRESS: 209 Remuda Dr, 2245 Hemlock Farms, Lords Valley PA 18428, United States DESCRIPTION: Executor of the estate of Cesar A Santana. Duties:1. Gather assets2. Pay liabilities3. Distribute assets4. Ensure tax return is completed, if required to be filed.5. Maintain records.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Allen Vera II's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 9, 2025 - Present
VERA-CPA, INC.
RIA
CRD#: 334887
LORDS VALLEY, PA
Past
September 14, 2023 - December 21, 2024
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Lords Valley, PA
Past
April 7, 2000 - August 17, 2004
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
November 21, 1991 - September 15, 1992
DONALD & CO. SECURITIES INC.
BD
CRD#: 7776
Past
August 29, 1991 - November 13, 1991
H.J. MEYERS & CO., INC.
BD
CRD#: 15609
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(4/9/2025)
IAR
Pennsylvania(4/9/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
VI
VERA-CPA, INC.
VERA-CPA, INC.
CRD#: 334887 / SEC#:
New York
Registered Investment Advisory firm - (4/9/2025 Approved)Pennsylvania
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Contact information
Main Address
Lords Valley, PA
Mailing Address
2245 Hemlock Farms, Lords Valley, PA 18428
Phone number
(570) 703-9522
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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