Timothy Richardson is a CFA-designated registered investment advisor, based in Herndon, VA, with 12 years of industry experience.
Location
Herndon, VA
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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
Timothy is involved in several business activities, including assisting citizens with voting, providing transportation to older adults, and preparing tax returns. He also sells annuities through Avantax Insurance Agency, LLC and markets his investment, tax preparation, and insurance services through his DBA, Greenspace Financial.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
LPL Financial LLCBroker
Private Advisor Group, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
H.D. Vest Investment ServicesBroker
State Registrations13 states
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