Brad Richardson

About Brad Richardson

I specialize in creating personalized financial plans that align with your goals and values. Whether you\'re planning for retirement, building wealth or securing your family\'s future, our focus is on helping you navigate life\'s decisions with clarity and confidence. I hold the CERTIFIED FINANCIAL PLANNER® certification, Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). In my practice, I am committed to-Designing strategies that seek to preserve your wealth-Listening to you and asking good questions-Giving you objective guidance and insightful options-Setting clear and reasonable expectations for our relationship-Using plain English when I speak -Keeping you informedStifel and its associates do not offer tax or legal advice. You should consult with your tax or legal advisor regarding your particular situation.CA Insurance Lic.#0L75957 Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:

Experience

1. First Vice President Investments - Stifel

   Stifel Financial Corp.

   Jul 2014 — Present · Charlotte, NC, US

   Stifel does not offer legal or tax advice. You should consult with your legal or tax advisor regarding your particular situation. Various positions held culminating in First Vice President/Investments.

Education

• University of North Carolina at Chapel Hill

  Bachelor of Arts

  1988 — 1992