Joe Garland Richardson

Employer firm

Strategic Capital Planning, Inc. CRD 140438

$20.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 03/2006 → Present
  Strategic Capital Planning, Inc.
  Kennesaw, GA
• 01/2006 → Present
  Self Employed
  Kennesaw, GA
• 08/2001 → Present
  Cobb County School District
  Kennesaw, GA

Other Businesses

CONTRACTOR FOR PLANTERS RURAL TELEPHONE COOPERATIVE-AROUND 7/1/2006 THIS JOB WILL TURN PERMANENT AND I WILL BE AN EMPLOYEE OF THE COMPANY NOT INVESTMENT RELATED 100 OGEECHEE STREET, NEWINGTON, GA TELEPHONE, LONG DISTANCE, INTERNET, & VIDEO SERVICES ACCOUNTING SERVICES 1/2006 THROUGH PRESENT 40 HOURS PER WEEK DUTIES INCLUDE PREPARATION OF FINANCIAL STATEMENTS, BUDGETS, AND OVERSIGHT OF THE ACCOUNTING DEPARTMENT

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-17

Designations

• Certified Financial Planner

Other Names

• Joey Richardson
• Joe G Richardson
• Joe Garland Richardson