John Edward Richardson

Employer firm

Red Seven CRD 168542

$104M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → Present
  Red Seven
  Escondido, CA

Previous Registrations

• 2012-07-25 → 2014-12-31
  Total Wealth Management Inc.
  Escondido, CA
• 2011-06-20 → 2012-06-15
  Cambridge Investment Research Advisors, Inc.
  Escondido, CA
• 2007-07-16 → 2011-09-06
  Strongtower Financial, Inc.
  Fresno, CA
  Fresno, CA
  Escondido, CA
• 2004-11-22 → 2007-07-18
  Capital Resource Management, Inc.
  Escondido, CA
• 2002-10-11 → 2004-05-19
  Commonwealth Financial Network
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2001-07-16

Designations

• Certified Financial Planner

Other Names

• Richardson
• Richardson