Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Richerson is a financial advisor currently associated with Southbridge Advisors, LLC. George has been in the industry since 2007 and has experience with firms like Triad Advisors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George has a Series 66, Series 7 and SIE license. George has a broad base of experience and specialties including providing financial planning and portfolio management services for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
12/13/2019 - Present
Southbridge Advisors, LLC (MARIETA GA)
GA
05/27/2011 - 12/13/2017
TRIAD ADVISORS, INC. (SMYRNA GA)
GA
06/09/2008 - 06/01/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
09/06/2007 - 11/29/2007
AXA ADVISORS, LLC (ATLANTA GA)
BOTH
Issued 09/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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