Rick Class Email
Financial Advisor, Vice President, Portfolio Manager @ D.A. Davidson Companies
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Rick Class Location
- Greensboro, NC, US
Rick Class Work
- Financial Advisor, Vice President, Portfolio Manager @ (December 2022 - Present)
- Assistant Vice President, Financial Advisor at Truist Investment Services, Inc., Truist Wealth @ (December 2014 - December 2022)
- Financial Advisor @ (December 2010 - December 2014)
- Private Financial Advisor @ (December 2007 - December 2010)
- District Manager @ (July 1993 - November 2007)
Rick Class Education
- University of Vermont
Bachelor of Science (B.S.) (Economics)
1989-1993
Rick Class Skills
- Asset Allocation
- Finance
- Financial Advice
- Investment Advice
- Investment Strategies
- Investments
- Retirement
- Retirement Planning
- Wealth Management
Rick Class Summary
- Rick Class, based in Greensboro, NC, US, is currently a Financial Advisor, Vice President, Portfolio Manager at D.A. Davidson Companies. Rick Class brings experience from previous roles at Truist Wealth, Wells Fargo Advisors, SunTrust Investment Services, Inc. and Wells Fargo. Rick Class holds a 1989 - 1993 Bachelor of Science (B.S.) in Economics @ University of Vermont. With a robust skill set that includes Asset Allocation, Finance, Financial Advice, Investment Advice, Investment Strategies and more. Rick Class has 1 emails on RocketReach.
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