Richard Loomis is a skilled professional, working in The Investment Center, Inc main office of which is in 495. on the position of Investment Advisor from 2014. Richard Loomis has earned professional experience in more than five positions at different companies. Richard Loomis went to the University of Denver and got education there from 1981 to 1983. Rosemont, Pennsylvania is the city, where this expert was known to be settled. This person's phone and email are accessed through SoftwareOfficial by request.
Name variants:
Dick Loomis,
Rick Loomis,
Ricky Loomis,
Rich Loomis,
Richie Loomis
Last updated Jun 14, 2024
Contact Information
Last Update
Jul 5, 2022
Email
rl**@cfg.nef.com
Location
Rosemont, PA
Company
The Investment Center, Inc.
Workplace
Investment Advisor
Work History
Investment Advisor
1420 Rte 206 north, Bedminster, NJ
All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. an SEC Registered Investment Adviso...
from Jan 2014
Senior Partner
16 Campus Blvd, Newtown Square, PA 19073
Consulted with entrepreneurial business owners, executives, and high net worth families to plan for business succession and wealth management with an emphasis on legacy planning. All too oft...
Jan 1997 — May 2013
Owner
Tax and Financial Planning, Wealth Management, Financial Planning, Business Succesion Planning, Estate Planning
from Jan 1997
Education
1981 — 1983
Occupations
Executive
Owner
Advisor
Accountant
Finance and Accounting Specialist
Partner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Estate Planning
Wealth Management
Financial Planning
Tax
Wealth
Finance
Strategic Financial Planning
Mergers and Acquisitions
Investments
Financial Analysis
Strategic Planning
Due Diligence
Insurance
Life Insurance
FAQs about Richard Loomis
What is the main profession of Richard Loomis?
The expert is a Owner.
What jobs is Richard a professional at?
Richard Loomis is a professional such jobs as Executive and Owner.
Where does Richard Loomis live?
Rosemont, Pennsylvania is the place where Richard Loomis lives
What is Richard Loomis's email?
The professional's email is rl**@cfg.nef.com.
How many companies did Richard Loomis work at?
The professional worked at five jobs.
Where has Richard Loomis studied?
Richard studied at the University of Denver from 1981 to 1983.
Are there any professional industries, that Richard Loomis is connected to?
This person works in Financial Services industry.
What are the skills of Richard Loomis?
This professional has such skills as Estate Planning, Wealth Management, Financial Planning, Tax, Wealth, Finance, Strategic Financial Planning, Mergers and Acquisitions, and Investments.