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Richard Joseph Effress

BIG LEAGUE ADVANCE, LLC·WASHINGTON, District of Columbia
Series 65Clean record16 years registeredBIG LEAGUE ADVANCE, LLC
1660 L STREET, NW, WASHINGTON, DC 20036CRD# 2159776Firm CRD# 291999

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Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Joseph Effress · WASHINGTON, DC
Registration
CRD #2159776 · BIG LEAGUE ADVANCE, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

COASTEDGE PARTNERS, LLC
Dec 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 24, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BIG LEAGUE ADVANCE, LLC
CRD 291999 · SEC 801-125859
AUM
$327M
Regulatory assets under management
Employees
34
4 client accounts
Services offered by BIG LEAGUE ADVANCE, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at BIG LEAGUE ADVANCE, LLC →
Introduction

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05

Frequently Asked Questions

What services does Richard Joseph Effress offer?
Richard Joseph Effress specializes in Retirement Planning. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Richard Joseph Effress's credentials?
Richard Joseph Effress is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Joseph Effress located?
Richard Joseph Effress is based in WASHINGTON, District of Columbia, working with BIG LEAGUE ADVANCE, LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Richard Joseph Effress charge for services?
Richard Joseph Effress's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIG LEAGUE ADVANCE, LLC?
BIG LEAGUE ADVANCE, LLC has approximately 34 employees and manages $327M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Eric Stephen Magenheimer
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