Steven Richardson is a registered investment advisor, based in Medway, MA, with 29 years of industry experience.
Location
165 Village Street, Medway, MA, 02053
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2020Other Business ActivitiesSells Insurance
Steven is a CPA and managing shareholder at Richardson & Co, president of JR Insurance Brokerage (selling fixed life insurance, LTC, and fixed annuities) and Henry M. Luke Company, director at Charles River Bank and Exeter, Inc., president of Richardson Financial Services, and a financial committee member for Black Cat Island Civic Association and St. Joseph Parish. He also manages finances for SMR Ventures LLC and owns a commercial building through 165 Village Street Trust.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
Richardson Financial Services
Previous Registrations
First Allied Securities, INC.Broker
Intersecurities, INC.Broker
North American Financial Group, INC.Broker
State Registrations19 states
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.