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William Richard Pintaric

WRP INVESTMENTS, INC.·YOUNGSTOWN, Ohio
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4407 BELMONT AVE, YOUNGSTOWN, OH 44505CRD# 363876Firm CRD# 7365
01

About

William Richard Pintaric is a registered financial advisor based in YOUNGSTOWN, Ohio, affiliated with WRP INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.
AUM
$462M
Regulatory assets under management
Employees
335
Total firm employees
View all advisors at STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other advisory services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 363876
Firm CRD# 7365
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Richard Pintaric offer?
William Richard Pintaric specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YOUNGSTOWN, Ohio for a consultation.
What are William Richard Pintaric's credentials?
William Richard Pintaric is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Richard Pintaric located?
William Richard Pintaric is based in YOUNGSTOWN, Ohio, working with WRP INVESTMENTS, INC.. Their office serves clients in the YOUNGSTOWN metropolitan area and surrounding communities.
How does William Richard Pintaric charge for services?
William Richard Pintaric's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WRP INVESTMENTS, INC.?
WRP INVESTMENTS, INC. has approximately 335 employees and manages $462M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in YOUNGSTOWN
David Michael Pintaric — WRP INVESTMENTS, INC.Jon Paul Arnold — THE J. ARNOLD WEALTH MANAGEMENT CO., LLCDaniel Michael Kopp — THE J. ARNOLD WEALTH MANAGEMENT CO., LLCRita Mae Pintaric — WRP INVESTMENTS, INC.Bruce James Beard — BEARD INVESTMENT SERVICES, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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