Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Richardson has been in the financial services industry since 1997. Thomas is currently a Registered Investment Advisor representative at Cerity Partners LLC. Thomas has been registered with this firm since 2019. Prior to joining Cerity Partners LLC, Thomas worked at Arkadios Capital, BD4RIA, Inc., Triad Advisors LLC, and 1ST GLOBAL CAPITAL CORP. Thomas offers a wide range of financial services to their clients, including financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Thomas specializes in retirement planning, estate planning, and tax planning.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/02/2019 - Present
Cerity Partners LLC (FORT WORTH TX)
TX
12/21/2022 - 12/31/2023
ARKADIOS CAPITAL (FORT WORTH TX)
TX
04/23/2018 - 12/15/2022
BD4RIA, INC. (FORT WORTH TX)
TX
11/30/2017 - 04/23/2018
TRIAD ADVISORS LLC (FORT WORTH TX)
TX
05/15/1997 - 11/01/2017
1ST GLOBAL CAPITAL CORP. (FORT WORTH TX)
BC
Issued 01/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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