Richard Sacui
Richard Sacui is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boardman, OH, with 24 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
Firm Size
IM Fee
Assets Under Management
Location
8286 South Avenue, Bldg A, Boardman, OH, 44512
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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 an independent insurance agent for various companies since 2014, dedicating minimal time to this activity. He is also an advisory representative of a Registered Investment Advisor, CIRA, dedicating full-time hours to this activity. Richard is also part-owner of WRS Partners LLC and WRS Wealth Advisors LLC, both real estate holding and DBA companies, respectively, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
New England Securities Corporation
New England SecuritiesBroker
American Express Financial Advisors INC.Broker
State Registrations27 states
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