Jeffrey Richardson
Jeffrey Richardson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gaffney, SC, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1229 W. Floyd Baker Blvd., Gaffney, SC, 29341
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a bank or credit union associate involved in investments at First Piedmont Fed. S&L and First Piedmont Investment Center, taking about half of his time. He also works as an agent selling fixed annuities at Piedmont Service Center for about 10-20% of his time, and owns rental real estate property, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Banc of America Investment Services, INC.Broker
NationssecuritiesBroker
Interstate/johnson Lane CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations7 states
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