Libbie Richardson (CRD# 6421708) is an Investment Advisor Representative working at Teamwork Financial Advisors, LLC in San Antonio, TX and has over 8 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Teamwork Financial Advisors, LLC | San Antonio, TX | Jan 2017 - Current | 7 |
| Edward Jones | St Louis, MO | Sep 2016 - Jan 2017 | < 1 |
| South Texas Money Management, Ltd. | San Antonio, TX | Aug 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
| S63 | Uniform Securities State Law Examination | Nov 2016 |
- TX
-
Total Assets Under Management654MILLIONS
-
Total Number of Accounts4,115ACCOUNTS
-
Average Account Value$158,825
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IL, KS, LA, NE, NM, OK, TX, VA, WA
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