Jeffrey Richardson
CRD Number: 2136878Current Firm: Raymond James Financial Services Advisors, Inc.
Jeffrey Richardson (CRD# 2136878) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gaffney, SC and has over 33 years of experience in the finance industry.
CRD# 5030006
Apex Financial Services, LLC
CRD# 1311405
Raymond James & Associates, Inc.
CRD# 2829986
Concourse Financial Group Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Piedmont Investment Center | Gaffney, SC | Oct 2021 - Current | 2 |
| First Piedmont Fed S&l | Gaffney, SC | Sep 2018 - Current | 5 |
| Raymond James Financial Services Advisors, Inc. | Gaffney, SC | Jan 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | Gaffney, SC | Apr 2001 - Current | 23 |
| Insurance Agency | Gaffney, SC | Apr 2001 - Current | 23 |
| First Piedmont Bank | Gaffney, SC | Apr 2001 - Current | 23 |
| Piedmont Service Center | Gaffney, SC | Apr 2001 - Current | 23 |
| Self Employed | Myrtle Beach, SC | Apr 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1991 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1995 |
- SC
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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