Richard Jenkins is a CFP-designated registered investment advisor, based in Manlius, NY, with 28 years of industry experience.
Location
320 Fayette Street, Manlius, NY, 13104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is a financial planner for Advanced Financial Services, Inc. and owner of Focused Financial Solutions, Inc., where he provides financial advice and investment products; these activities take up more than full-time hours. He also works as an insurance agent for Avantax Insurance Agency/Services and volunteers as treasurer for The Learning Place, Inc.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Cadaret, Grant & CO., INC.Broker
Commonwealth Financial NetworkBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations11 states
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