Douglas Richardson, financial advisor Fair Oaks Ranch TX

Douglas Richardson

CRD Number: 5945113
Current Firm: Fair Oaks Financial LLC

Douglas Richardson (CRD# 5945113) is an Investment Advisor Representative working at Fair Oaks Financial LLC in Fair Oaks Ranch, TX and has over 10 years of experience in the finance industry. Douglas 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
Fair Oaks Financial LLC Fair Oaks Ranch, TX Nov 2020 - Current 2
Unemployed Fair Oaks Ranch, TX Jul 2020 - Nov 2020 < 1
Pax Financial Group, LLC San Antonio, TX Jun 2016 - Jul 2020 4
Lpl Financial LLC San Antonio, TX Feb 2012 - Jul 2017 5
360 Wealth Management, LLC San Antonio, TX Oct 2013 - Sep 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Douglas J. Richardson
Phone Number: 210-758-2583
Registered State(s):
  • TX
Current Firm Details
Fair Oaks Financial LLC
Firm's CRD Number: 311765
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $443,903
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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