Edward
Smith
Young Richard C & Co LTD
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About this Advisor
Edward Smith is a financial advisor based in Newport, Rhode Island, working with Young Richard C & Co LTD. Edward has previously held a position at Richard C. Young & Co., LTD. Edward has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island and Texas. Currently, Edward is part of Young Richard C & Co LTD, which operates out of Newport, Rhode Island. The firm has 1 office and 13 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Young Richard C & Co LTD includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Young Richard C & Co LTD Brokerage Details
$1,431,004,487
13
1,992
$718,376
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Edward Smith Work History
Richard C. Young & Co., LTD
Disclosures
Please visit the SEC profile of Edward Smith 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 Young Richard C & Co LTD
Newport, RI
Naples, FL
Naples, FL
Naples, FL
Newport, RI
Newport, RI
Naples, FL
Newport, RI
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