Richard Defluri
Richard Defluri is a registered investment advisor at Abundance Wealth Counselors, LLC, based in State College, PA, with 24 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 511 clients with $1.6B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
232 Regent Court, State College, PA, 16801
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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 the principal of several affiliated entities, including Abundance Risk Management, LLC (ARM), which receives revenues from the sale of insurance products, and Richard F. DeFluri, LTD (RFDL), which receives trailing commissions from Richard's prior insurance sales. He also formed Abundance Medical Consulting, LLC (AMC) and Thoroughbred Aviation, LTD, which are non-investment related enterprises.
Employment History
Current Registrations
Abundance Wealth Counselors, LLC
State Registrations2 states
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