Richard Youssef
Richard Youssef is a registered investment advisor at Cetera Investment Advisers LLC, based in Toledo, OH, with 40 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5748 Park Center Court, Toledo, OH, 43615
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2007Other Business ActivitiesSells Insurance
Richard is an independent insurance agent selling fixed life insurance and annuities since 2017. He is also the owner/president of Youssef Financial Services, Inc. since 1975, spending full-time hours on the sale and service of insurance and investment products, and supervising registered representatives. Additionally, he spends a few hours per week referring registered representatives to a wholesale insurance broker for fixed life insurance and fixed annuity products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.