Richard Cole is an investment adviser representative (IAR) with state registration records since 2011, appearing at 8 firms. Currently registered with AMERITAS ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | 2026-05-28 | present | Yes |
| LPL FINANCIAL LLC | 2025-05-15 | 2026-05-14 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2024-08-28 | 2025-05-15 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-07-16 | 2024-08-26 | — |
| CHARLES SCHWAB & CO., INC. | 2020-04-03 | 2024-01-10 | — |
| PNC WEALTH MANAGEMENT | 2019-08-06 | 2020-03-24 | — |
| CITIZENS SECURITIES, INC. | 2014-10-24 | 2018-01-08 | — |
| OPPENHEIMER & CO. INC. | 2012-07-20 | 2013-06-03 | — |
| PNC WEALTH MANAGEMENT | 2011-02-23 | 2012-07-24 | — |