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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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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 company 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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Company profile
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5 roles

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

A career timeline built from the work history available for this profile.

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.

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 →

MH Molly Harley Molly Harley Colleague at D.A. Davidson Companies Spokane, Washington, United States, United States View → JF Jase Foster Jase Foster Colleague at D.A. Davidson Companies Bozeman, Montana, United States, United States View → GD George Dames George Dames Colleague at D.A. Davidson Companies Bend, Oregon, United States, United States View → TM Tim Morzel Tim Morzel Colleague at D.A. Davidson Companies Denver, Colorado, United States, United States View → NK Natalie Kranz Natalie Kranz Colleague at D.A. Davidson Companies Blue Springs, Missouri, United States, United States View → JM Justin Mccray Justin Mccray Colleague at D.A. Davidson Companies Cincinnati, Ohio, United States, United States View → NW Nichole Whatley, Aams Nichole Whatley, Aams Colleague at D.A. Davidson Companies Harrisonburg, Virginia, United States, United States View → CO Creig Ohman Creig Ohman Colleague at D.A. Davidson Companies Boise, Idaho, United States, United States View → PY Paige Young Paige Young Colleague at D.A. Davidson Companies Duncan, Nebraska, United States, United States View → TH Tim Hoffner Tim Hoffner Colleague at D.A. Davidson Companies Portland, Oregon, United States, 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 Molly Harley, Jase Foster, George Dames, Tim Morzel, and Natalie Kranz.

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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