Elizabeth Richardson, financial advisor Boston MA

Elizabeth Richardson

CRD Number: 7194226
Current Firm: Origin Investment Advisory LLC

Elizabeth Richardson (CRD# 7194226) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Boston, MA and has over 21 years of experience in the finance industry. Elizabeth Richardson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Origin Financial San Francisco, CA Dec 2021 - Current 2
Blute Financial Coaching Chicago, IL Mar 2021 - Current 3
Tempcpa, Inc. Chicago, IL Jan 2004 - Current 20
Trinity Financial Advisors, LLC Chicago, IL Apr 2019 - Feb 2021 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2002
Contact Info for Elizabeth M. Richardson
Phone Number: 6172273825
Firm Website: https://useorigin.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $4,124
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, KS, MA, MI, MN, MO, NJ, NM, NY, OH, PA, RI, SC, TX, WA

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