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Rick Class, Cfp®, Crpc®, Cws® Email & Phone Number

Vice President, Financial Advisor, Portfolio Manager at D.A. Davidson Companies at D.A. Davidson Companies
Location: Greensboro, North Carolina, United States 5 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
D.A. Davidson Companies
Role
Vice President, Financial Advisor, Portfolio Manager at D.A. Davidson Companies
Location
Greensboro, North Carolina, United States
Company size
976 employees

Who is Rick Class, Cfp®, Crpc®, Cws®? Overview

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Quick answer

Rick Class, Cfp®, Crpc®, Cws® is listed as Vice President, Financial Advisor, Portfolio Manager at D.A. Davidson Companies at D.A. Davidson Companies, a with 976 employees, based in Greensboro, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Rick Class, Cfp®, Crpc®, Cws®.

Rick Class, Cfp®, Crpc®, Cws® previously worked as Financial Advisor, Vice President, Portfolio Manager at D.A. Davidson Companies and Assistant Vice President, Financial Advisor at Truist Investment Services, Inc., Truist Wealth at Truist Wealth. Rick Class, Cfp®, Crpc®, Cws® holds Bachelor Of Science (B.S.), Economics from University Of Vermont.

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Email format at D.A. Davidson Companies

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D.A. Davidson Companies

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Profile bio

About Rick Class, Cfp®, Crpc®, Cws®

I earned my undergraduate degree in economics and political science from the University of Vermont and have been employed in the financial services industry for 31 years. As a Financial Advisor, I provide personalized financial planning advice, guidance and service to clients. I hold CFP®, CWS® and CRPC® certifications, which ensure that you are working with an advisor who has a fiduciary interest in recommending custom fit solutions for you. In my spare time I enjoy playing tennis, reading, and traveling. I also have a 13-year old daughter named Callie and for me, the sun rises and sets with her.

Current workplace

Rick Class, Cfp®, Crpc®, Cws®'s current company

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D.A. Davidson Companies
D.A. Davidson Companies
Vice President, Financial Advisor, Portfolio Manager at D.A. Davidson Companies
great falls, montana, united states
Website
davidsoncompanies.com
Employees
976
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5 roles

Rick Class, Cfp®, Crpc®, Cws® work experience

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Assistant Vice President, Financial Advisor At Truist Investment Services, Inc., Truist Wealth

Truist Wealth

Greensboro, Nc

Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure

Dec 2014 - Dec 2022

Financial Advisor

Wells Fargo Advisors

As a financial advisor with Wells Fargo Advisors, I help my clients and their families reach their financial goals by providing comprehensive investment planning that is delivered with the highest level of personal service and professional integrity.

Dec 2010 - Dec 2014

Private Financial Advisor

Suntrust Investment Services, Inc.

As a financial advisor with SunTrust Investment Services, Inc. I helped my clients and their families reach their financial goals by providing comprehensive investment planning that is delivered with the highest level of personal service and professional integrity.

Dec 2007 - Dec 2010

District Manager

Wells Fargo

As a district manager at Wells Fargo, I was responsible for the management of a 7-city sales team in the consumer lending field.

Jul 1993 - Nov 2007
Team & coworkers

Colleagues at D.A. Davidson Companies

Other employees you can reach at davidsoncompanies.com. View company contacts for 976 employees →

KA Kyle Acevedo Kyle Acevedo Colleague at D.A. Davidson CompaniesTampa, Florida, United States View → SL Steve Lelli, Cws® Steve Lelli, Cws® Colleague at D.A. Davidson CompaniesBend, Oregon, United States View → JM Jeremy Mccullough Jeremy Mccullough Colleague at D.A. Davidson CompaniesGreater Seattle Area, United States View → AM Al Moore Al Moore Colleague at D.A. Davidson CompaniesLincoln, Nebraska, United States View → TZ Theresa Zimmerman Donahue Theresa Zimmerman Donahue Colleague at D.A. Davidson CompaniesColumbus, Ohio Metropolitan Area, United States View → KL Kenny Larkin Kenny Larkin Colleague at D.A. Davidson CompaniesBend, Oregon, United States View → HK Hilary Kosloske Hilary Kosloske Colleague at D.A. Davidson CompaniesWinston-Salem, North Carolina, United States View → KC Kelsey Culjat Kelsey Culjat Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States View → RS Robin Slater, Aif®, Cpfa® Robin Slater, Aif®, Cpfa® Colleague at D.A. Davidson CompaniesRichmond, Virginia, United States View → VW Val Wilcox Val Wilcox Colleague at D.A. Davidson CompaniesCoeur D'Alene, Idaho, United States View →
1 education record

Rick Class, Cfp®, Crpc®, Cws® education

FAQ

Frequently asked questions about Rick Class, Cfp®, Crpc®, Cws®

Quick answers generated from the profile data available on this page.

What company does Rick Class, Cfp®, Crpc®, Cws® work for?

Rick Class, Cfp®, Crpc®, Cws® works for D.A. Davidson Companies.

What is Rick Class, Cfp®, Crpc®, Cws®'s role at D.A. Davidson Companies?

Rick Class, Cfp®, Crpc®, Cws® is listed as Vice President, Financial Advisor, Portfolio Manager at D.A. Davidson Companies at D.A. Davidson Companies.

Where is Rick Class, Cfp®, Crpc®, Cws® based?

Rick Class, Cfp®, Crpc®, Cws® is based in Greensboro, North Carolina, United States while working with D.A. Davidson Companies.

What companies has Rick Class, Cfp®, Crpc®, Cws® worked for?

Rick Class, Cfp®, Crpc®, Cws® has worked for D.A. Davidson Companies, Truist Wealth, Wells Fargo Advisors, Suntrust Investment Services, Inc., and Wells Fargo.

Who are Rick Class, Cfp®, Crpc®, Cws®'s colleagues at D.A. Davidson Companies?

Rick Class, Cfp®, Crpc®, Cws®'s colleagues at D.A. Davidson Companies include Kyle Acevedo, Steve Lelli, Cws®, Jeremy Mccullough, Al Moore, and Theresa Zimmerman Donahue.

How can I contact Rick Class, Cfp®, Crpc®, Cws®?

You can use AeroLeads to view verified contact signals for Rick Class, Cfp®, Crpc®, Cws® at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.

What schools did Rick Class, Cfp®, Crpc®, Cws® attend?

Rick Class, Cfp®, Crpc®, Cws® holds Bachelor Of Science (B.S.), Economics from University Of Vermont.

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