Wesley Richardson, financial advisor Charleston WV

Wesley Richardson

CRD Number: 4673741
Current Firm: Northwestern Mutual Investment Services,llc

Wesley Richardson (CRD# 4673741) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Charleston, WV and has over 15 years of experience in the finance industry. Wesley Richardson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Investment Services, LLC Charleston, WV Jun 2014 - Current 5
Northwestern Mutual Wealth Management Company Milwaukee, WI Sep 2012 - Current 7
Northwestern Mutual Investment Services, LLC Charleston, WV Oct 2009 - Current 10
Northwestern Mutual Life Insurance Company Milwaukee, WI Sep 2004 - Current 15
Northwestern Mutual Investment Services, LLC Huntington, WV Nov 2004 - May 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2005
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Wesley H. Richardson
Phone Number: 866-664-7737
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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