Richard Severt
Richard Severt is a registered investment advisor at Cetera Investment Advisers LLC, based in West Chester, OH, with 29 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
9078 Union Centre Blvd Ste 350, West Chester, OH, 45069
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2011Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Richard coaches middle school basketball and high school football, dedicating a few hours per week to each. He is also an independent insurance agent selling fixed insurance products and owns Eagle Financial Partners LLC, where he sells insurance and securities products full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Nelson Financial Group, INC.
Voya Financial Advisors, INC.Broker
State Registrations24 states
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