Richard Kaufman (CRD# 1012069) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Reading, PA and has over 41 years of experience in the finance industry.
CRD# 6416780
Vanguard Advisers, Inc.
CRD# 1388677
Voya Financial Advisors, Inc.
CRD# 2933920
Creative Capital Wealth Management Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Reading, PA | Jul 2020 - Current | 3 |
| Securities America Advisors, Inc. | Reading, PA | Jul 2020 - Current | 3 |
| Kaufman Advisory Services Inc. | Reading, PA | Jun 1984 - Current | 39 |
| Investacorp Advisory Services | Miami Lakes, FL | Jun 2007 - Jul 2020 | 13 |
| Investacorp, Inc. | Miami Lakes, FL | Aug 1986 - Jul 2020 | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1983 |
- FL
- NC
- PA
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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