Richard Merritt
Founder and CEO @Silver Birch Associates, Llc
Rockville, MD, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Oct 2016 — Present
Founder and CEO @Silver Birch Associates, Llc
View department →
SKILLS
RetirementPractice ManagementWealth ManagementFinanceSecuritiesSecurities RegulationWeb Project ManagementMutual FundsFinancial AdvisoryBusiness StrategyAsset ManagementSeries 7Business DevelopmentSeries 65Succession PlanningTradingInvestment AdvisoryRetirement PlanningEquitiesRecruitingSeries 24Alternative InvestmentsStrategic PlanningInvestmentsStrategic Financial PlanningRelationship BuildingInvestment ManagementFinancial PlanningSeries 63Asset AllocationCorporate CommunicationsEstate PlanningInvestment StrategiesFinraInsurancePortfolio ManagementKey Account DevelopmentFinancial Services
ABOUT RICHARD MERRITT
With more than 30 years of industry experience, Richard Merritt is defined by his love of…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.