professional profile
Richard J Urciuoli, CFP
Overview
Richard J Urciuoli is an insurance agent and an investment adviser representative based in East Syracuse, NY, with 42 years in the industry.
- Years in the industry
- 42
- States licensed
- 1
- States registered
- 2
- Carrier appointments
- 4
Contact
2 business emails and 1 phone number on file
Registrations and licenses
- Licensed in 1 state
- Registered in 2 states
3 lines of authority, with every state and its dates
Firms
- Summit Planning Group, Inc.Current firm
Employment history since 1995
Carriers
4 active carrier appointments
Book and practice
Firm assets under management on file
request a demo
See what we have on Richard
We'll walk you through the full profile and how to find more people like Richard.