Richard Hellberg
Richard Hellberg is a ChFC-designated registered investment advisor at Peteralexander, based in West Conshohocken, PA, with 48 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
PeterAlexander does not manage investments directly. Instead, they refer you to third-party investment advisors. You will pay the third-party advisor directly for investment management services. PeterAlexander receives a referral fee from the third-party advisor.
Location
15 Union Hill Road, Suite 150, West Conshohocken, PA, 19428-2718
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2020Other Business ActivitiesSells Insurance
Richard is the President of Peter Alexander & Company, Inc., a multi-line insurance business, and sells life, health, disability, property, and casualty insurance. He also serves as Chairman of the Finance Committee for St. Luke United Methodist, owns rental property, is a Republican Committeeman, a contributing author, and a Director for Simpson Senior Services.
Employment History
Current Registrations
Peteralexander
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Mercap Securities, LLCBroker
Merion Wealth Partners, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Peteralexander
Kavanaugh Securities, INC.Broker
Cigna Securities, INC.Broker
State Registrations1 state
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.