Miles Richardson
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Miles Richardson Email & Phone Number

Service Associate at Allworth Financial
Location: Matthews, North Carolina, United States 6 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Allworth Financial
Role
Service Associate
Location
Matthews, North Carolina, United States
Company size
347 employees

Who is Miles Richardson? Overview

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Quick answer

Miles Richardson is listed as Service Associate at Allworth Financial, a with 347 employees, based in Matthews, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Miles Richardson.

Miles Richardson previously worked as Financial Planning Intern at Allworth Financial and STAR Consultant at Unc Kenan-Flagler Business School. Miles Richardson holds Bachelor Of Business Administration - Bba, Finance from Unc Kenan-Flagler Business School.

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Allworth Financial

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Profile bio

About Miles Richardson

I am a junior student in Kenan-Flagler Business School at the University of North Carolina at Chapel Hill majoring in Business Administration with a minor in History. I love building intentional relationships, growing my personal and professional abilities, and finding myself in new situations.

Current workplace

Miles Richardson's current company

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Allworth Financial
Allworth Financial
Service Associate
Chapel Hill, NC, US
Website
allworthfinancial.com
Employees
347
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6 roles

Miles Richardson work experience

A career timeline built from the work history available for this profile.

Financial Planning Intern

Current
Allworth Financial

Durham, North Carolina, United States

Collaborated with Certified Financial Planners to prepare for and participate in client meetings, gaining hands-on experience with comprehensive wealth management platforms. Engaged in one-on-one sessions with senior advisors to deepen understanding of investment strategies and industry best practices.

May 2024 - Present

Seasonal Sales And Service Representative

First Citizens Bank

Charlotte, North Carolina, United States

May 2022 - Jun 2023

Front Desk Staff

Carolina Courts

Indian Trail, North Carolina, United States

Jul 2019 - Dec 2021
Team & coworkers

Colleagues at Allworth Financial

Other employees you can reach at allworthfinancial.com. View company contacts for 347 employees →

NH Nathan Helms Nathan Helms Colleague at Allworth FinancialLa Jolla Shores, California, United States View → JS Jason Scott Jason Scott Colleague at Allworth FinancialCincinnati, Ohio, United States View → MS Mark Shone, Cfp® Mark Shone, Cfp® Colleague at Allworth FinancialSan Francisco Bay Area, United States View → SH Stephanie Harrell, Shrm-Cp Stephanie Harrell, Shrm-Cp Colleague at Allworth FinancialGreater Sacramento, United States View → DL David L. Johanson, Cfp, Cima, Ea David L. Johanson, Cfp, Cima, Ea Colleague at Allworth FinancialCampbell, California, United States View → CD Carolyn Damon-Downs Carolyn Damon-Downs Colleague at Allworth FinancialTerrace Park, Ohio, United States View → TU Tony Ullrich Tony Ullrich Colleague at Allworth FinancialFort Mitchell, Kentucky, United States View → DJ Dan Jones Dan Jones Colleague at Allworth FinancialGreater Sacramento, United States View → BD Billy Dunn Billy Dunn Colleague at Allworth FinancialMiami, Florida, United States View → JF Joshua Falkenstein Joshua Falkenstein Colleague at Allworth FinancialEl Dorado Hills, California, United States View →
2 education records

Miles Richardson education

FAQ

Frequently asked questions about Miles Richardson

Quick answers generated from the profile data available on this page.

What company does Miles Richardson work for?

Miles Richardson works for Allworth Financial.

What is Miles Richardson's role at Allworth Financial?

Miles Richardson is listed as Service Associate at Allworth Financial.

Where is Miles Richardson based?

Miles Richardson is based in Matthews, North Carolina, United States while working with Allworth Financial.

What companies has Miles Richardson worked for?

Miles Richardson has worked for Allworth Financial, Unc Kenan-Flagler Business School, First Citizens Bank, Carolina Courts, and Schweitzer Engineering Laboratories (Sel).

Who are Miles Richardson's colleagues at Allworth Financial?

Miles Richardson's colleagues at Allworth Financial include Nathan Helms, Jason Scott, Mark Shone, Cfp®, Stephanie Harrell, Shrm-Cp, and David L. Johanson, Cfp, Cima, Ea.

How can I contact Miles Richardson?

You can use AeroLeads to view verified contact signals for Miles Richardson at Allworth Financial, including work email, phone, and LinkedIn data when available.

What schools did Miles Richardson attend?

Miles Richardson holds Bachelor Of Business Administration - Bba, Finance from Unc Kenan-Flagler Business School.

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