Unclaimed Profile

Richard Frank Defluri

ABUNDANCE WEALTH COUNSELORS, LLC·STATE COLLEGE, Pennsylvania

Series 1, Series 7Clean record24 years registeredABUNDANCE WEALTH COUNSELORS, LLC

232 REGENT COURT, STATE COLLEGE, PA 16801CRD# 851214Firm CRD# 111740

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Frank Defluri · STATE COLLEGE, PA

Registration

CRD #851214 · ABUNDANCE WEALTH COUNSELORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

ABUNDANCE WEALTH COUNSELORS, LLC

Sep 2001 – present

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Registration record

First registered · September 18, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ABUNDANCE WEALTH COUNSELORS, LLC

CRD 111740 · SEC 801-60373

AUM

$1.2B

Regulatory assets under management

Employees

1,638 client accounts

Services offered by ABUNDANCE WEALTH COUNSELORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ABUNDANCE WEALTH COUNSELORS, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Frank Defluri offer?

Richard Frank Defluri specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.

What are Richard Frank Defluri's credentials?

Richard Frank Defluri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Frank Defluri located?

Richard Frank Defluri is based in STATE COLLEGE, Pennsylvania, working with ABUNDANCE WEALTH COUNSELORS, LLC. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.

How does Richard Frank Defluri charge for services?

Richard Frank Defluri's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ABUNDANCE WEALTH COUNSELORS, LLC?

ABUNDANCE WEALTH COUNSELORS, LLC has approximately 26 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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