Richard M. Welch
Professional summary
Richard M. Welch, who also goes by Richard Welch, is a registered financial advisor currently at ACADEMY WEALTH ADVISERS, LLC located in Pocono Pines, Pennsylvania.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Richard has worked at 1 firm and has passed the Series 63 and Series 65 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard M. Welch's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 7, 2011 - Present
ACADEMY WEALTH ADVISERS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/7/2011)
Exams
Current Firm
ACADEMY WEALTH ADVISERS, LLC
CRD#: 158588 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 150 |
| AUM (Assets Under Management) | $ 45,200,000 |
Red Flags
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