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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy David Richardson is a financial advisor at Avantax Advisory Services, with over 10 years of experience in the industry. Timothy has a strong background in investments, tax preparation, and insurance, and holds the Series 7, SIE and Series 63 licenses. Timothy is also a Chartered Financial Analyst (CFA). Timothy works with a variety of clients, including individuals, families, businesses, and retirement plans. Timothy provides financial planning, investment management, and tax preparation services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
VA
09/18/2020 - Present
Avantax Advisory Services (Herndon VA)
VA
01/29/2020 - 09/23/2020
LPL FINANCIAL LLC (RESTON VA)
VA
04/14/2014 - 01/31/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (RESTON VA)
CT
10/22/2013 - 04/25/2014
H.D. VEST INVESTMENT SERVICES (CHESTER CT)
BC
Issued 10/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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