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Eugene Richardson

32 Years of Experience
Rochester, NY
Broker

Eugene Richardson is a registered investment advisor at Wells Fargo Advisors, based in Rochester, NY, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1640 Penfield Rd, Ste 100, Rochester, NY, 14625

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eugene has 50% ownership in Sun Squared Properties, LLC, real estate ownership, and acts as co-manager. He also has 100% ownership in Gene Richardson, Inc. and 37% ownership in Cornerstone Wealth Management, dedicating minimal time to each, and owns rental property in Naples, FL.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2019 - Present · 7 yrs
Wells Fargo Advisors
May 2019 - Present · 7 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2009 - May 2019 · 10 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - May 2019 · 10 yrs 3 mos
Citigroup Global Markets INC.Broker
December 1993 - March 2009 · 15 yrs 3 mos
State Registrations37 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.