Right Financial Advisor Revenue

Financial Services • Bohemia, New York, United States • 1-10 Employees

Right Financial Advisor revenue & valuation

Annual revenue	$4,200,000
Revenue per employee	$4,200,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$13,500,000
Total funding	$250,000

Key Contact at Right Financial Advisor

Richard Cross

Founder

Company overview

Headquarters	4250 Veterans Memorial Highway, Suite 420E, Holbrook, New York 11741, US
Phone number	+16314168000
Website	rightfinancialadvisor.com
NAICS	52
SIC	628
Keywords	Financial Advisors, Financial Services, Financial Planning
Founded	2013
Employees	1-10
Socials

Right Financial Advisor Email Formats

Right Financial Advisor uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@rightfinancialadvisor.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@rightfinancialadvisor.com	100%

About Right Financial Advisor

I am a 43 year veteran of the financial services industry having earned my Series 6 in 1981 and my Series 7 (General Securities License) as well as my principal's license series 24 in 2002. In 2001, I earned my series 65 (Uniform Investment Adviser) license to conduct fee based advisory business. I am licensed in 17 states and have been licensed in the Insurance industry since 1980. I am proud of having a pristine record in the 38 years I have been helping families and business owners navigate the complexities of the financial, tax and insurance options facing all of us throughout our careers and into retirement. I have worked with CPA's and Estate Planning Attorneys to ensure my clients receive the best standard of care when it comes to their financial needs. My practice has and will continue to be driven behind the principals of offering services with a Fiduciary Standard that I feel offers a Superior Level of Service. That is why I have attained the Registered Fiduciary Designation through Dalbar.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Right Financial Advisor has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Explore Right Financial Advisor's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2015-05-01	3	$250,000

Funding Insights

$250,000

Total funding amount

$250,000

Most recent funding amount

Number of funding rounds

Right Financial Advisor Tech Stack

Discover the technologies and tools that power Right Financial Advisor's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

Right Financial Advisor is located in Bohemia, New York, US.

You can reach Right Financial Advisor at +16314168000.

Right Financial Advisor generates an estimated annual revenue of $4,200,000. This revenue figure reflects the company's market position and business performance in its industry.

Right Financial Advisor has an estimated valuation of $13,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Right Financial Advisor was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Right Financial Advisor has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Right Financial Advisor has raised a total of $250,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at Right Financial Advisor

Richard Cross

Founder

4.8

40,000 users