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Richard Seidel

30 Years of Experience
Meadville, PA
BrokerSells Insurance

Richard Seidel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Meadville, PA, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

761 N. Main St., Meadville, PA, 16335

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Richard is a partner in a real estate rental company, ARCK, LLC, and treasurer for Oasis on Osprey Condo Assn Inc. He also sells fixed-rate annuities, non-variable life insurance, and long-term care, and works as an independent contractor preparing tax returns, and owns a support company and a golf simulator recreation and training facility. The support company takes about half of Richard's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2001 - Present · 25 yrs 4 mos
Previous Registrations
Raymond James Financial Services
January 2001 - January 2009 · 8 yrs
Natcity Insurance Services, INC.Broker
March 1999 - January 2001 · 1 yr 10 mos
Natcity Investments, INC.Broker
January 1999 - January 2001 · 2 yrs
Parker/hunter IncorporatedBroker
January 1996 - January 1999 · 3 yrs
State Registrations13 states
FLGAKYMDMENCNHNJOHPASCTNVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.