Career history of Richard Alan Ferri
Former positions of Richard Alan Ferri
| Companies | Position | Start | End |
|---|---|---|---|
| United States Marine Corps | Corporate Officer/Principal | - | - |
Liberty Wealth Advisors LLC
 Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. | Compliance Officer | 1999-06-30 | - |
| Director of Research - Equity | 1999-06-30 | - | |
| Founder | 1999-06-30 | - | |
| Investment Committee Member | 1999-06-30 | - |
Training of Richard Alan Ferri
| University of Rhode Island | Undergraduate Degree |
| Walsh College | Graduate Degree |
Statistics
International
| United States | 5 |
Operational
| Compliance Officer | 1 |
| Director of Research - Equity | 1 |
| Founder | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
| Government | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Liberty Wealth Advisors LLC
Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. | Finance |
| United States Marine Corps | Government |
- Stock Market
- Insiders
- Richard Alan Ferri
- Experience
