Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Richardson is a financial advisor currently associated with Raymond James Financial Services Advisors, Inc. and has been in the industry since 1999. Philip has a Series 7, Series 63, and Series 65 license. Philip is also a Certified Public Accountant, and has an independent contractor role with a firm called Richardson & Piper Financial Services,PLLC. Philip's firm, Raymond James Financial Services Advisors, Inc., is a large firm based in Saint Petersburg, Florida, with approximately 344 billion dollars in regulatory assets under management and over 1 million client accounts. The firm has a broad client base and offers a wide range of advisory services, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NH
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (NEWMARKET NH)
NH
05/30/2000 - 08/16/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEWMARKET NH)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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