Richard Cuvelier (CRD# 1320101) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Decorah, IA and has over 39 years of experience in the finance industry.
CRD# 5494235
Edward Jones
CRD# 1207113
Ameriprise Financial Services, LLC
CRD# 5054972
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | West Union, IA | Feb 2019 - Current | 5 |
| Raymond James Financial Services Advisors, Inc. | Decorah, IA | Feb 2019 - Current | 5 |
| Dick Cuvelier Financial Services | Decorah, IA | Feb 2019 - Current | 5 |
| Edward D. Jones & Company, LP | Decorah, IA | Jul 1984 - Feb 2019 | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- IA
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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