Richard Wiedl is a CFP-designated registered investment advisor, based in Exton, PA, with 27 years of industry experience.
Location
658 Exton Commons, Exton, PA, 19341
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is an officer at Legacy Advisory Services, an RIA located at the same location as the branch office. He provides financial planning and investment services for client accounts, earning approximately $30K annually, which is about 10% of his annual compensation.
Employment History
Current Registrations
Fortune Financial Services, INC.Broker
Legacy Advisory Services, LLC
Previous Registrations
Ridgeway & Conger, INC.Broker
Securities America, INC.Broker
Eplanning Securities, INC.Broker
Heritage Advisory Services, INC.
Heritage Financial Systems, INC.Broker
Eplanning Securities, INC.Broker
Sei Investments Distribution CO.Broker
Walnut Street Securities, INC.Broker
State Registrations10 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.