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David Lincoln Richardson

Seven Springs Wealth Group

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About David Lincoln Richardson

David Lincoln Richardson is a financial advisor with over 30 years of experience in the industry. David has a strong background in securities and investment products. David currently works for Seven Springs Wealth Group, where David provides financial planning and portfolio management services. David also has experience as a Licensed Independent Insurance Agent. David is a Certified Financial Planner and Chartered Financial Consultant.

Firm Information

David Richardson is currently registered with Seven Springs Wealth Group. Seven Springs Wealth Group is an investment advisor based in Brentwood, TN. The firm, founded in 2006, manages approximately $765 million in assets for high-net-worth individuals and other individuals. The firm offers financial planning, pension consulting, and portfolio management services. They are also registered with the SEC.
Seven Springs Wealth Group

340 SEVEN SPRINGS WAY

BRENTWOOD, TN 37027-4536

$765.14M

Assets Under Management

1

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Richardson’s Registration & Firm History

TN

11/04/2024 - Present

Seven Springs Wealth Group (BRENTWOOD TN)

TN

04/03/2012 - 08/11/2021

TRIAD ADVISORS LLC (Brentwood TN)

TN

02/22/2010 - 04/04/2012

NFP SECURITIES, INC. (NASHVILLE TN)

TN

09/29/1994 - 02/25/2010

LINCOLN FINANCIAL ADVISORS CORPORATION (NASHVILLE TN)

IN

09/29/1994 - 05/25/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 09/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1996

Series 7 - General Securities Representative Examination

BC

Issued 09/28/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Lincoln Richardson.
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