Debora
Caley
Richwood Investment Advisors, LLC
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About this Advisor
Debora Caley is a financial advisor who works out of Cincinnati, Ohio with 13 years of industry experience. Caley is an employee of Richwood Investment Advisors, LLC. Over the course of their career, they have held roles at Raymond James Financial Services, Inc, Richwood Investment Advisors, LLC and Evans Financial Group. Caley holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to serve investors in Ohio and Texas. Richwood Investment Advisors, LLC is a financial advisory firm operating out of Cincinnati, OH. It has $115 million in total assets between its 381 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 381 accounts, 25% are held by high-net-worth clients who have greater than $1 million in investable assets. Richwood Investment Advisors, LLC offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely are based on which services are provided. However, fees billed by Richwood Investment Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Richwood Investment Advisors, LLC Brokerage Details
$114,738,410
4
381
$301,151
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Debora Caley Work History
Debora has been registered as a financial advisor for 13 years.*
Richwood Investment Advisors, LLC
Raymond James Financial Services, Inc
Evans Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Debora Caley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Richwood Investment Advisors, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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