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Richard John Walters

COMPREHENSIVE FINANCIAL PLANNING INC·EAST PETERSBURG, Pennsylvania
Unclaimed Profile
5995 LEMON STREET, EAST PETERSBURG, PA 17520-1329CRD# 864624Firm CRD# 110937
01

About

Richard John Walters is a registered financial advisor based in EAST PETERSBURG, Pennsylvania, affiliated with COMPREHENSIVE FINANCIAL PLANNING 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
03

Firm Overview

Firm
COMPREHENSIVE FINANCIAL PLANNING INC
AUM
$363M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at COMPREHENSIVE FINANCIAL PLANNING INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 864624
Firm CRD# 110937
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard John Walters offer?
Richard John Walters specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAST PETERSBURG, Pennsylvania for a consultation.
What are Richard John Walters's credentials?
Richard John Walters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard John Walters located?
Richard John Walters is based in EAST PETERSBURG, Pennsylvania, working with COMPREHENSIVE FINANCIAL PLANNING INC. Their office serves clients in the EAST PETERSBURG metropolitan area and surrounding communities.
How does Richard John Walters charge for services?
Richard John Walters's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPREHENSIVE FINANCIAL PLANNING INC?
COMPREHENSIVE FINANCIAL PLANNING INC has approximately 6 employees and manages $363M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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