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About this Advisor
Paul Richards is a certified financial planner who lives in Charlotte, North Carolina. Currently an investment advisor at Edward Jones, they have gathered 10 years of professional experience. Richards maintains a Series 63 license, designating the advisor as a securities broker. Richards can operate based out of North Carolina. Over the course of their career, they have held roles at The Village Bistro, Newport Group Securities, The Newport Group, Inc, Rockman Management, Metlife Investors Distribution Company and Edward Jones. Edward Jones is based out of Charlotte, North Carolina, and has 12,884 locations across the country. Overall, Edward Jones manages $312 billion in assets across 2,500,304 client accounts and employs more than 23,510 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Paul Richards Work History
Paul has 10 years of experience.
Metlife Investors Distribution Company
Newport Group Securities
The Newport Group, Inc
The Village Bistro
Paul Richards has no disclosures.
Please visit their SEC profile for more details.