Tony RichardsonCRD Number: 3183971
Current Firm: Equitable Advisors, LLC
Tony Richardson (CRD# 3183971) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charlotte, NC and has over 8 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Equitable Advisors, LLC||New York, NY||Sep 2014 - Current||8|
|Axa Advisors LLC||New York, NY||Sep 2014 - Jun 2020||5|
|Axa Equitable||Charlotte, NC||Jul 2014 - Sep 2014||< 1|
|Connextions Incorporated||Charlotte, NC||Sep 2012 - Jul 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2015|
Total Assets Under Management24,555MILLIONS
Total Number of Accounts75,222ACCOUNTS
Average Account Value$326,438
- 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
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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