David
Richardson

Prudent Street Financial Advisors, LLC

CRD#2541402
Investment Advisor
in Brentwood, TN

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About this Advisor

David Richardson is a certified financial planner and chartered financial consultant based in Brentwood, Tennessee with 11 years of relevant experience. Richardson is on the advisory team at Prudent Street Financial Advisors, LLC. Over the course of their career, they have held roles at Prudent Street Financial Advisors LLC and Triad Advisors, Inc. Richardson has a Series 63 license, designating them as a securities representative, and is approved to serve investors in Tennessee. Prudent Street Financial Advisors, LLC is a registered investment business based out of Brentwood, TN. It manages $258 million in assets under management between its 407 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 407 customer accounts, 36% belong to high-net-worth clients who have more than $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice vary depending on the services provided. However, fees charged by Prudent Street Financial Advisors, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

104 Continental Place Suite 100
Brentwood, TN 37027

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Prudent Street Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$257,784,275

TN Average: $730,596,643
Total Number of Employees

7

TN Average: 15
Total Number of Accounts

407

TN Average: 968
Average Account Size

$633,377

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

David Richardson Work History

David has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Prudent Street Financial Advisors LLC

2012 - 2021 (9 years)

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 David Richardson 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 Prudent Street Financial Advisors, LLC

Stephanie Richardson
Brentwood, TN
David Richardson
Brentwood, TN
Clinton Warner
Brentwood, TN

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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