Royce Richardson (CRD# 3068524) is an Investment Advisor Representative working at Pr Squared Wealth Management LLC in Atlanta, GA and has over 25 years of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pr Squared Wealth Management LLC | Atlanta, GA | Jul 2020 - Current | 3 |
| Eiat Wealth Management | Atlanta, GA | Sep 2012 - Current | 11 |
| Morgan Michael Real Estate | Atlanta, GA | Feb 2003 - Current | 21 |
| Ameritas Advisory Services | Lincoln, NE | Dec 2019 - Jul 2020 | < 1 |
| Ameritas Investment Company, LLC | Lincoln, NE | Jul 2019 - Jul 2020 | 1 |
| Madison Avenue Securities, LLC | San Diego, CA | Aug 2015 - Mar 2018 | 2 |
| Metlife Securities Inc. | Atlanta, GA | May 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- GA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts91ACCOUNTS
-
Average Account Value$56,335
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
GA
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