Richardson Financial Services

Richardson Financial Services (CRD# 130715) is a financial advisory firm headquartered in Medway, MA. They manage $145,286,856 in 343 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $423,577
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NC, NH, TX

Financial Advisors at Richardson Financial Services
Showing 1 - 3 of 3 top financial advisors.
1
Brian H. Maxfield
CRD#: 3046156
165 Village St, Medway, MA 02053

Brian Maxfield (CRD# 3046156) is an Investment Advisor Representative working at Richardson Financial Services in Medway, MA and has over 25 years of experience in the finance industry.

2
Edward M. Pitts
CRD#: 2394485
165 Village St, Medway, MA 02053

Edward Pitts (CRD# 2394485) is an Investment Advisor Representative working at Richardson Financial Services in Medway, MA and has over 30 years of experience in the finance industry.

3
Steven M. Richardson
CRD#: 2774988
165 Village Street, Medway, MA 02053

Steven Richardson (CRD# 2774988) is an Investment Advisor Representative working at Richardson Financial Services in Medway, MA and has over 27 years of experience in the finance industry.

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