President@ Legacy Wealth Strategies
Frisco, Texas, United States
Jamie Richardson, CRPC®
GET FULL PROFILE 
Texas Tech University
Real-Time AI Research
FlashIntel GPT
Tell me more about Jamie Richardson, CRPC®?
FlashIntel GPTJamie Richardson, CRPC(r) is a highly experienced professional with over 21 years of work experience in the financial services industry. He has a strong background in investments, portfolio management, retirement planning, and investment advisory. Jamie has held various leadership positions, including Senior Vice President at LegacyTexas Bank and Registered Principal at Raymond James Financial Services, Inc. He has also worked at Legacy Wealth Strategies and Raymond James in different roles. Jamie's expertise lies in strategic financial planning, risk management, and asset allocation. He is based in the United States.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Senior Vice President, LegacyTexas Bank & Registered Principal, Raymond James Financial Services, Inc.
Work Experience
President
Financial Services
Jamie Richardson, CRPC®'s Professional Milestones
- President (2017-09-01~): Driving strategic initiatives to enhance market presence and achieve unprecedented growth in the company's workforce.
- Managing Director, Legacytexas Investment Group (2002-08-01~2017-09-01): Expanding the investing portfolio and establishing a strong market presence in the legacyTexas investment industry.
Education
Finance,
Bachelors,
Bachelor Of Business Administration,
Family Financial Planning
1985-1990Skill
Investments
Portfolio Management
Retirement Planning
Investment Advisory
Mutual Funds
Life Insurance
Alternative Investments
401k
Estate Planning
Asset Management
Financial Advisory
Fixed Annuities
Retirement
Loans
Asset Allocation
Strategic Financial Planning
Risk Management
Financial Analysis
Wealth Management
Financial Services
Insurance
Finance
Securities
Wealth Management Services
Etfs
Iras
Series 65
Variable Annuities
Series 24
Relationship Management
Series 7
Finra
Certification
Colleagues
Other Named Jamie Richardson, CRPC®
Frequently asked questions
We found 6 Jamie Richardson, CRPC®'s email addresses
We found 5 Jamie Richardson, CRPC®'s phone numbers
Jamie Richardson, CRPC® works for Legacy Wealth Strategies
Jamie Richardson, CRPC®'s role in Legacy Wealth Strategies is President
Jamie Richardson, CRPC® works in the industry of Financial Services
Jamie Richardson, CRPC®'s colleagues are Jonathan Waterman,Rachel Santangelo,Samantha Creech
Jamie Richardson, CRPC®'s latest job experience is President at Legacy Wealth Strategies
Jamie Richardson, CRPC®'s latest education in Texas Tech University
