Richard L. Switzer
Professional summary
Richard Lewis Switzer, who also goes by Richard Lewis Switzer, is a registered financial advisor currently at PAOLI FINANCIAL ADVISORS, LTD. located in Paoli, Pennsylvania.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Richard has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Lewis Switzer's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2016 - Present
PAOLI FINANCIAL ADVISORS, LTD.
Office #1: 73 Chestnut Road, Paoli, PA 19301January 7, 2009 - December 31, 2010
ENSEMBLE FINANCIAL SERVICES, INC.
January 7, 2009 - December 31, 2010
ENSEMBLE FINANCIAL SERVICES, INC.
February 9, 2007 - December 1, 2008
WOODBURY FINANCIAL SERVICES, INC.
February 9, 2007 - December 1, 2008
WOODBURY FINANCIAL SERVICES, INC.
December 17, 2004 - December 31, 2006
CINCINNATI ANALYSTS, INC.
October 28, 1999 - December 13, 2004
SECURIAN FINANCIAL SERVICES, 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
(3/15/2016)
(1/4/2016)
Exams
Current Firm
PAOLI FINANCIAL ADVISORS, LTD.
CRD#: 174361 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 8,718,818 |
Red Flags
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