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Mr. Richard Welch
Chief Investment Officer
  • Founded  (2011) this Registered Investment Advisor (RIA) firm which provides investment advice, portfolio management services and diversification and asset allocation strategies.
  • Handle all investment research, trades, performance reporting, compliance, marketing and client relation functions
  • Hold FINRA Series 63 (State Securities Agent) and Series 65 (Registered Investment Advisor) licenses.
  • Hold Pennsylvania Life Insurance and Variable Annuity Licenses.
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