Richard Byank is a CFP, ChFC-designated registered investment advisor, based in Montville, NJ, with 21 years of industry experience.
Location
115 Horseneck Road, Suite 201, Montville, NJ, 07045
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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 agent for Avantax Insurance Agency, selling insurance products, and a Wealth Management Advisor for Wealthspring Financial Partners LLC. He also sells and services indexed annuity contracts; these activities take about 10-20% of his time, about a third of his time, and minimal time, respectively.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations16 states
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