seller-profile

Richard Dougherty

Echelon Wealth Advisors, LLC
1159 Pittsford Victor Rd
Ste 220

Pittsford , NY 14534

5853811861

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General Information

Firm Start Year

2003

No. of Employees

5-9

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor of Science - Business, Finance

St. John Fisher College
September 2003 -May 2007

Disclosures

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Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1877669/financialplanners-Echelon-Wealth-Advisors,-LLC-detailed-disclosure.html

Disclaimer

Registered Representative, Securities offered throught Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A registered Investment Advisor. Cambridge and Westminster are not affiliated.