Richard A. Vera
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Allen Vera II's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 9, 2025 - Present
VERA-CPA, INC.
September 14, 2023 - December 21, 2024
AVANTAX ADVISORY SERVICES
April 7, 2000 - August 17, 2004
AVANTAX INVESTMENT SERVICES, INC.
November 21, 1991 - September 15, 1992
DONALD & CO. SECURITIES INC.
August 29, 1991 - November 13, 1991
H.J. MEYERS & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/9/2025)
(4/9/2025)
Exams
Current Firm
VERA-CPA, INC.
CRD#: 334887 / SEC#:
Contact information
Red Flags
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