Timothy Richardson (CRD# 6242413) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 10 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Investment Services, Inc. | Herndon, VA | Sep 2020 - Current | 3 |
Avantax Advisory Services | Herndon, VA | Sep 2020 - Current | 3 |
Avantax Insurance Agency, LLC | Herndon, VA | Sep 2020 - Current | 3 |
Fairfax County | Fairfax, VA | Sep 2020 - Current | 3 |
Timothy Richardson LLC | Herndon, VA | Aug 2020 - Current | 3 |
Lpl Financial LLC | Reston, VA | Jan 2020 - Sep 2020 | < 1 |
Private Advisor Group, LLC | Reston, VA | Jan 2020 - Sep 2020 | < 1 |
Jtb International Inc. | Reston, VA | Apr 2014 - Sep 2020 | 6 |
Raymond James Financial Services Advisors Inc. | Reston, VA | Sep 2018 - Jan 2020 | 1 |
Raymond James Financial Services,inc | Reston, VA | Apr 2014 - Jan 2020 | 5 |
Granville Cooper Asset Mgmt | Vienna, VA | Mar 2013 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2013 |
- VA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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