RW
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Richard Weil

44 Years of Experience
Alpharetta, GA
Broker

Richard Weil is a registered investment advisor at Raymond James & Associates, INC., based in Alpharetta, GA, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2400 Lakeview Parkway, Suite 200, Alpharetta, GA, 30009

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2003 - Present · 23 yrs 3 mos
Raymond James & Associates, INC.Broker
June 2002 - Present · 24 yrs 1 mo
Previous Registrations
UBS Painewebber INC.Broker
August 2000 - July 2002 · 1 yr 11 mos
J.C. Bradford & CO.Broker
March 1998 - August 2000 · 2 yrs 5 mos
Raymond James & Associates, INC.Broker
June 1995 - March 1998 · 2 yrs 9 mos
The Robinson-Humphrey Company INC.Broker
May 1981 - July 1995 · 14 yrs 2 mos
State Registrations10 states
ALCAFLGANCNYPATNTXVA
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.