Richardson Financial, Inc.

Richardson Financial, Inc. (CRD# 159249) is a financial advisory firm headquartered in , . They manage $11,820,000 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.richardsonfinancialinc.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $124,421
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Richardson Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael Richardson, financial advisor New Braunfels TX
Michael J. Richardson
CRD#: 3125837
New Braunfels, TX

Michael Richardson (CRD# 3125837) is an Investment Advisor Representative working at Richardson Financial, Inc. in San Antonio, TX and has over 18 years of experience in the finance industry. 

 

Michael 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.

 

At Richardson Financial, our Private Client Group excels at customizing wealth management and investment strategies for families and businesses. This includes Asset Management, Retirement Planning, Investment and Tax Planning, Legacy, Estate and Philanthropy Planning.

 

More than that, we understand that the process involves getting to know you and your overall situation in a deep and meaningful way so we connect to the things that matter in your life. Your family, your business, your dreams.

Our goals are to make sure your goals become reality – to ensure that your plans and portfolios effectively meet your needs now and for the future.

 

A Registered Investment Advisor, Richardson Financial brings knowledge and experience in the most critical areas of the financial and investment world.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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