Richard
Harrison

Townsend

CRD#5688713
Investment Advisor
in Denver, CO

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About this Advisor

Richard Harrison is a financial advisor based in Denver, Colorado, working with Townsend. Richard has previously held positions at Usaa Financial Advisors Inc, Usaa Financial Planning Services, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Securities America, Inc, Townsend & Associates, Inc, and Osaic Wealth, Inc. Richard has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Richard is part of Townsend, which operates out of Denver, Colorado. The firm has 2 offices and 29 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Townsend includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

$1,116,550,512

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

29

CO Average: 28
Total Number of Accounts

3,418

CO Average: 1,101
Average Account Size

$326,668

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

2024 - Present (0 year)

Osaic Wealth, Inc

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

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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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