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Richard Renner

39 Years of Experience
1 DisclosureBroker

Richard Renner is a registered investment advisor, based in Cleveland, OH, with 39 years of industry experience.

Location

6060 Parkland Blvd, Suite 200, Cleveland, OH, 44124

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History

Regulatory History (1)
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Customer Dispute
February 2002
Settled
Other Business Activities

Richard works as a Wealth Advisor/Portfolio Manager at Ancora Family Wealth Advisors since 2003. This investment-related activity takes the majority of Richard's time.

Employment History
Current Registrations
Inverness Securities, LLCBroker
April 2004 - Present · 22 yrs
Ancora Private Wealth Advisors, LLC
February 2003 - Present · 23 yrs 2 mos
Previous Registrations
Ancora Securities, INC.Broker
January 2003 - April 2004 · 1 yr 3 mos
Wachovia Securities, INC.
January 2002 - December 2002 · 11 mos
Wachovia Securities, INC.Broker
September 1990 - December 2002 · 12 yrs 3 mos
Prescott, Ball & Turben, INC.Broker
January 1989 - September 1990 · 1 yr 8 mos
Alex. Brown & Sons IncorporatedBroker
November 1986 - January 1989 · 2 yrs 2 mos
State Registrations10 states
AZCTFLIDMANJNYOHPAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Richard Renner - Financial Advisor | TrueAdvisor