George
Richerson
Southbridge Advisors, LLC
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About this Advisor
George Richerson is a financial advisor based in Marietta, Georgia, with a total of 4 years of relevant experience. Richerson is an employee of Southbridge Advisors, LLC. Throughout their career, Richerson has worked at Triad Advisors Inc, Wealth And Pension Services Group, Inc and Southbridge Advisors, LLC. Richerson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Georgia. Southbridge Advisors, LLC is a financial advisory firm that has its headquarters in Marietta, GA. The investment advisory business has a total of six employees. It controls $250 million in assets between its 393 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves two charitable organizations. Of its 393 client accounts, 31% belong to high-net-worth individuals who have greater than $1 million in investable assets. Southbridge Advisors, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually vary depending on the services provided. Fees charged by Southbridge Advisors, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Southbridge Advisors, LLC Brokerage Details
$249,620,000
6
393
$635,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
George Richerson Work History
George has been registered as a financial advisor for 4 years.*
Southbridge Advisors, LLC
Wealth And Pension Services Group, Inc
Triad Advisors Inc
*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 George Richerson 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 Southbridge Advisors, LLC
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
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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