RD
RD

Rick Danielowski

17 Years of Experience
York, PA
Broker

Rick Danielowski is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in York, PA, with 17 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

120 Pine Grove Commons, York, PA, 17403

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Rick is an associate/employee and portfolio strategist at Longview Wealth Solutions LLC since 2018. He spends minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2018 - Present · 8 yrs 8 mos
Raymond James Financial Services, INC.Broker
January 2018 - Present · 8 yrs 8 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
February 2011 - January 2018 · 6 yrs 11 mos
Wells Fargo Advisors Financial Network, LLC
February 2011 - January 2018 · 6 yrs 11 mos
Ing Financial Partners, INC
August 2009 - February 2011 · 1 yr 6 mos
Ing Financial Partners, INC.Broker
April 2008 - February 2011 · 2 yrs 10 mos
State Registrations1 state
PA
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.