Stephanie Richardson (CRD# 6037319) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Washington, DC and has over 5 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
Score
108
CRD# 3149803
Blue Ocean Global Wealth
Score
107
CRD# 1316159
Palatine Advisors, Inc.
Score
106
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lockton Investment Advisors, LLC | Kansas City, MO | Sep 2012 - Current | 5 |
| Lockton Companies, LLC | Washington, DC | Feb 2012 - Current | 6 |
| Perdue Farms | Salisbury, MD | Jul 2011 - Feb 2012 | < 1 |
| Hollister Co | Salisbury, MD | Oct 2010 - Jul 2011 | < 1 |
| Watermans Seafood Company | Ocean City, MD | Jun 2006 - Oct 2010 | 4 |
| Salisbury University | Salisbury, MD | Jan 2006 - May 2010 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- DC
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Pension consulting services
AZ, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
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