PR
PR

Philip Richardson

26 Years of Experience
Newmarket, NH
May Earn Commission

Philip Richardson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newmarket, NH, with 26 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

404 Kent Place, Newmarket, NH, 03857

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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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Other Business Activities

Philip works as an independent contractor providing accounting/CPA services since 1987. This takes nearly full-time hours each month and is not investment related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
May 2000 - August 2023 · 23 yrs 3 mos
Raymond James Financial Services
February 2000 - January 2009 · 8 yrs 11 mos
State Registrations1 state
NH
Advisor

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.
Philip Richardson - Financial Advisor | TrueAdvisor