Ira RichardsonCRD Number: 2986416
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ira Richardson (CRD# 2986416) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 18 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Bank Of America, N.a.||Jacksonville, FL||Aug 2014 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith||Jacksonville, FL||Jul 2014 - Current||2|
|Unemployed||Jacksonville, FL||Mar 2014 - Jun 2014||< 1|
|Mml Investors Services||Jacksonville, FL||Sep 2013 - Feb 2014||< 1|
|Mass Mutual||Jacksonville, FL||Aug 2013 - Feb 2014||< 1|
|Veritrust Financial, LLC||Jacksonville, FL||Feb 2013 - May 2013||< 1|
|Raymond James Financial Services||Jacksonville, FL||Nov 2012 - Jan 2013||< 1|
|New York Life Insurance Company||Baton Rouge, LA||Aug 2012 - Dec 2012||< 1|
|Nylife Securities LLC||Baton Rouge, LA||Oct 2012 - Nov 2012||< 1|
|Unemployed||Lake Charles, FL||Jul 2012 - Aug 2012||< 1|
|Thrivent Financial For Lutherans||Appleton, WI||May 2012 - Jul 2012||< 1|
|Thrivent Investment Management||Little Rock, AR||Mar 2012 - Jul 2012||< 1|
|Fsc Securities Corporation||Lake Charles, LA||Nov 2011 - Apr 2012||< 1|
|Elliott And Painter Wealthcare||Spartanburg, SC||Jan 2009 - Nov 2011||2|
|1st Global Capital Corp||Spartenburg, SC||Feb 2007 - Nov 2011||4|
|State Farm Insurance - Agent||Dallas, TX||Jun 2006 - Feb 2007||< 1|
|Banc Of America Investment Services Inc.||Charlotte, NC||Aug 2002 - Jun 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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