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Credentials
Series 63, Series 65
Experience Industry experience
39 years
Location
Fish Haven, ID
Raymond James & Associates
Institution
Richard Greenwald is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James & Associates since 2002. Outside of his advisory role, he is involved with Opyn Market, a transparent health marketplace, as part of a private investment. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and supporting municipal advisory services.
Based on Raymond James & Associates
Based on Raymond James & Associates
Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.
Commissions earned by financial advisors as registered representatives for brokerage transactions.
Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.
Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.
Fish Haven, ID
Fish Haven ID
Advisors at this office
1
Idaho · Pennsylvania · Texas
39 years of industry experience
Raymond James & Associates
2002 - Present • 24 years
West Conshohocken, PA
Wells Fargo Clearing
1993 - 2002 • 9 years
Conshohocken, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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