Profiel
Mr. Richard L.
Sumberg is a Founder & Financial Planner at The Financial Advisors LLC.
He has been providing financial advice since 1985 and founded The Financial Advisors in 1992.
He has practiced for over 30 years.
He received his undergraduate degree in business administration from Boston College and an MBA from Suffolk University.
Actieve functies van Dick Sumberg
Bedrijven | Functie | Begin |
---|---|---|
The Financial Advisors LLC
The Financial Advisors LLC Investment ManagersFinance The Financial Advisors LLC (TFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Andover, Massachusetts. The firm was founded by Richard Sumberg in 1992. TFA offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses and retirement plans. | Oprichter | 01-01-1992 |
Opleiding van Dick Sumberg
Suffolk University | Masters Business Admin |
Boston College | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 1 |
---|---|
The Financial Advisors LLC
The Financial Advisors LLC Investment ManagersFinance The Financial Advisors LLC (TFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Andover, Massachusetts. The firm was founded by Richard Sumberg in 1992. TFA offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses and retirement plans. | Finance |