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Richard Dewitt

12 Years of Experience
Chattanooga, TN
BrokerSells Insurance

Richard Dewitt is a registered investment advisor, based in Chattanooga, TN, with 12 years of industry experience.

Location

5959 Shallowford Rd, Suite 105, Chattanooga, TN, 37421

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Richard is the owner of Rich DeWitt Wealth Management, where he provides advice to clients. He also works as an agent selling fixed insurance products, dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2024 - Present · 2 yrs 4 mos
Rich Dewitt Wealth Management LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Edward Jones
March 2014 - January 2024 · 9 yrs 10 mos
Edward JonesBroker
November 2013 - January 2024 · 10 yrs 2 mos
State Registrations6 states
ARGAINLATNTX
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.
Richard Dewitt - Financial Advisor | TrueAdvisor