Richard Abernathy (CRD# 3151669) is an Investment Advisor Representative working at Esi Financial Advisors in Troy, MI and has over 24 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services, Inc. | Montpelier, VT | Sep 2019 - Current | 4 |
| Preferred Financial Partners | Troy, MI | Nov 2018 - Current | 5 |
| Consulting Services Support Corporation | Troy, MI | Jun 2010 - Oct 2018 | 8 |
| Cssc Brokerage Services, Inc. | Troy, MI | Jun 2010 - Sep 2018 | 8 |
| Cssc Investment Advisory Services, Inc. | Troy, MI | Jun 2010 - Sep 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2008 |
- MI
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Total Assets Under Management2,125MILLIONS
-
Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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