Drake Coleman Richardson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2020 → 02/2025
  Centra Health
  Lynchburg, VA
• 07/2019 → 07/2020
  Advent Health
  Orlando, FL
• 01/2016 → 05/2019
  Liberty University
  Lynchburg, VA
• 01/2015 → 05/2019
  Danville Community College
  Danville, VA
• 02/2025 → Present
  Raymond James Financial Services Inc.
  Forest, VA
• 05/2023 → 05/2024
  Southeastern Oklahoma State University
  Durant, OK
• 04/2025 → Present
  Raymond James Financial Services Advisors, Inc
  Forest, VA
• 05/2017 → 10/2018
  Leesville Lake Marina
  Gretna, VA
• 10/2017 → 05/2018
  True Dry Carpet Cleaning
  Lynchburg, VA
• 05/2018 → 08/2018
  Staples
  Orlando, FL
• 11/2018 → 01/2019
  Staples
  Lynchburg, VA

Other Businesses

(1) Name of Business: Address: 2019 Indian Hill Road, Lynchburg, VA, 24503, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/17/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have a college student renting the basement apartment at my primary residence. (2) Name of Business: AJR Investments LLC Address: 2019 Indian Hill Road, Lynchburg, VA, 24503, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own two rental properties in Lynchburg, VA. We are currently trying to sell one and the other will remain a long term rental. (3) Name of Business: Resolute Private Wealth Address: 312 Brook Park Pl, Forest, VA, 24551, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2025-04-07