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Jamie Richardson

31 Years of Experience
Frisco, TX
Broker

Jamie Richardson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Frisco, TX, with 31 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6136 Frisco Square Blvd, Suite 400, Frisco, TX, 75034

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
August 2002 - Present · 23 yrs 9 mos
Previous Registrations
Raymond James Financial Services
October 2002 - January 2009 · 6 yrs 3 mos
Summit Financial Group
April 1999 - September 2002 · 3 yrs 5 mos
Sunamerica Securities, INC.Broker
September 1998 - September 2002 · 4 yrs
Dean Witter Reynolds INC.Broker
March 1998 - September 1998 · 6 mos
J.B. Oxford & CompanyBroker
August 1995 - March 1998 · 2 yrs 7 mos
Olde Discount CorporationBroker
January 1993 - April 1994 · 1 yr 3 mos
State Registrations14 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.