Daniel Richardson (CRD# 6990136) is an Investment Advisor Representative working at Edward Jones in Springfield, VT and has over 5 years of experience in the finance industry.
CRD# 4171657
Summit Wealth Group LLC
CRD# 2285905
Archer Investment Corporation
CRD# 1579811
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Aug 2018 - Current | 5 |
Lawton Floor Design | Brattleboro, VT | May 2018 - Aug 2018 | < 1 |
Quinnipiac University | Hamden, CT | Sep 2017 - May 2018 | < 1 |
New Chapter | Brattleboro, VT | May 2017 - Aug 2017 | < 1 |
Quinnipiac University | Hamden, CT | Sep 2016 - May 2017 | < 1 |
Vernon Advent Christian Home | Vernon, VT | Jun 2016 - Aug 2016 | < 1 |
Tnt Fireworks | Hinsdale, NH | Jun 2015 - Jul 2016 | 1 |
Quinnipiac University | Hamden, CT | Sep 2015 - May 2016 | < 1 |
Unemployed | Vernon, VT | Jul 2015 - Sep 2015 | < 1 |
Quinnipiac University | Hamden, CT | Aug 2014 - May 2015 | < 1 |
Putney Road Redemption Center | Brattleboro, VT | Jun 2012 - Aug 2014 | 2 |
Brattleboro Union High School | Brattleboro, VT | Sep 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- VT
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- 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)
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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