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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Richardson is a registered investment advisor representative with Fisher Investments. Jeffrey has been in the industry since 1994 and has experience in both the brokerage and investment advisory fields. Jeffrey holds the Series 7, 24, and 63 licenses and is a registered investment advisor in California and Texas. Jeffrey is also a registered investment advisor in Texas. Before joining Fisher Investments, Jeffrey worked at a number of other financial firms, including Vanguard Capital, GunnAllen Financial, Inc., and Morgan Keegan & Company, Inc. Jeffrey is also experienced with a wide range of client types, including high-net-worth individuals, insurance companies, investment companies, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
03/07/2022 - Present
Fisher Investments (PLANO TX)
MA
06/03/2003 - 11/30/2006
INVEST FINANCIAL CORPORATION (MEDFORD MA)
CA
01/09/1997 - 06/05/2003
VANGUARD CAPITAL (DEL MAR CA)
FL
05/29/2002 - 07/01/2002
GUNNALLEN FINANCIAL, INC (TAMPA FL)
TN
06/05/1995 - 06/06/1996
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MI
09/28/1994 - 05/03/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 08/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 09/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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