Eric Richman, CFP®

VP - Financial Consultant

+1 215-246-3612

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Regional Sales Consultant, Prudential Annuities, 2015-2021
  • Strategic Industry Consultant, Prudential Annuities, 2012-2015
  • Internal Sales Consultant, Prudential Annuities, 2008-2012
  • Internal Sales Consultant, Lincoln Financial Distributors, 2000-2008
  • Broker Dealer Consultant, Delaware Investments, 1998-2000

Education

  • BS, Villanova University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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