Richard
Harrison

Townsend

CRD#5688713
Investment Advisor
in Denver, CO

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About this Advisor

Richard Harrison is a certified financial planner based in Denver, Colorado with a total of 4 years of industry experience. Harrison is currently employed by Townsend. Harrison has gained experience at Usaa Financial Advisors Inc, Usaa Financial Planning Services, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Securities America, Inc and Townsend & Associates, Inc. Harrison maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Colorado. Townsend is a registered investment company operating out of Denver, CO. The firm has a total of 29 financial advisors. It controls $991 million in assets under management between its 3,357 customer accounts, making it one of the bigger firms in the country by assets under management. Of its 3,357 customer accounts, 34% belong to high-net-worth individuals who have at least $1 million in assets. The business has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees for financial management usually vary depending on which services the firm provides the client. Fees charged by Townsend most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2761 W 120Th Ave Ste 200
Denver, CO 80234-2980

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Townsend Brokerage Details

Total Assets Under Management

$991,009,796

CO Average: $2,349,664,866
Total Number of Employees

29

CO Average: 28
Total Number of Accounts

3,357

CO Average: 1,101
Average Account Size

$295,207

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Richard Harrison Work History

Richard has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Securities America, Inc

2019 - Present (5 years)

Townsend & Associates, Inc

2014 - 2019 (5 years)

Tiaa

2014 - 2019 (5 years)

Tiaa-Cref Individual & Institutional Services, LLC

2012 - 2014 (2 years)

Usaa Financial Advisors Inc

2012 - 2014 (2 years)

Usaa Financial Planning Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Harrison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Townsend

Richard Harrison
Denver, CO
Jonathan Amick
Denver, CO
Kaitlin Bell
Denver, CO
Mark Thomas
Denver, CO
David Francis
Denver, CO
Andrew Wyckoff
Denver, CO
Andrew Hanna
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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