Richard
Wiedl
Legacy Advisory Services, LLC
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About this Advisor
Richard Wiedl is a financial advisor based in Exton, Pennsylvania, working with Legacy Advisory Services, LLC. Richard has previously held positions at Legacy Advisory Services, LLC, Legacy Wealth Management, LLC, Ridgeway & Conger, Inc, and Fortune Financial Services, Inc. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Richard is part of Legacy Advisory Services, LLC, which operates out of Exton, Pennsylvania. The firm has 3 employees and manages assets totaling $131.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Legacy Advisory Services, LLC includes asset-based and hourly fees.
Certifications and Registrations
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Legacy Advisory Services, LLC Brokerage Details
$131,885,401
3
341
$386,761
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Richard Wiedl Work History
Fortune Financial Services, Inc
Ridgeway & Conger, Inc
Legacy Advisory Services, LLC
Legacy Wealth Management, LLC
Disclosures
Please visit the SEC profile of Richard Wiedl 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 Legacy Advisory Services, LLC
Exton, PA
Exton, PA
Exton, PA
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