Wealth Management Advisor
Current
Aug 2023 - Present
AeroLeads people directory · profile
Walter Richardson Email & Phone Number
Sports & Entertainment Accredited Wealth Management Advisor™@ Richardson Wealth Management LLC | Financial Services, Investment Strategies, Investments
at
Richardson Wealth Management LLC.
1 work email found
@wellsfargoadvisors.com
2 phones found area 314
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Sports & Entertainment Accredited Wealth Management Advisor™@ Richardson Wealth Management LLC | Financial Services, Investment Strategies, Investments
Location
Los Angeles, California, United States
Who is Walter Richardson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Walter Richardson is listed as Sports & Entertainment Accredited Wealth Management Advisor™@ Richardson Wealth Management LLC | Financial Services, Investment Strategies, Investments at Richardson Wealth Management LLC., based in Los Angeles, California, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 314, and a matched LinkedIn profile for Walter Richardson.
Walter Richardson previously worked as Wealth Management Advisor at Richardson Wealth Management Llc. and Financial Advisor at Morgan Stanley. Walter Richardson holds Masters Of Fine Arts, Film And Entertainment Law/Film Finance And Budgeting from University Of California, Los Angeles.
Company email context
Email format at Richardson Wealth Management LLC.
This section adds company-level context without repeating Walter Richardson's masked contact details.
{first}.{last}@wellsfargoadvisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Walter Richardson. Compare company email patterns before reaching out.
Profile bio
About Walter Richardson
As the CEO and Founder of Richardson Wealth Management LLC, I am proud to partner with Fidelity Investments as our custodian and Focus Point Solutions as our Registered Investment Advisor (RIA). All client assets are SIPC insured, ensuring the highest standard of security. I bring over 20 years of experience in the financial industry, guiding a diverse clientele in building and safeguarding their wealth to achieve their unique life goals. Specializing in early retirement planning, I create tailored solutions that align with each client’s risk tolerance, investment horizon, and financial objectives. I am fully licensed, holding Series 7, Series 63, Series 65, and SE-AWMA™ certifications, along with an insurance license.My academic background includes a Master’s degree in Film from UCLA, with focused studies in Entertainment Law, Film Finance, and Budgeting. My experience in the film industry, including work with IATSE Local 600, gives me insights into pay structures, retirement plans, and estate planning specifically suited to the entertainment and sports sectors. This specialized expertise has allowed me to collaborate closely with sports and entertainment attorneys and associations, establishing endowments and legacy programs that support their professional and personal aspirations.Community service and mentorship remain essential components of my mission. I am a lifetime member of the UCLA Alumni Association, a former board member of A Place Called Home, and an active supporter of numerous Los Angeles-based charities.
Listed skills include Investments, Finance, Asset Allocation, Retirement Planning, and 32 others.
Current workplace
Walter Richardson's current company
Company context helps verify the profile and gives searchers a useful next step.
Richardson Wealth Management Llc.
Website
AeroLeads page
7 roles
Walter Richardson work experience
A career timeline built from the work history available for this profile.
Financial Advisor
© 2020 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, tothe extent permitted under applicable law, to retain and monitor all electronic communications. MSSB willnot accept purchase or sale orders via social network messaging systems. MSSB is not responsible forcontent posted by third-parties. MSSB does not provide.
Jul 2019 - Aug 2023
Vice President Investments
Vanderbilt Financial Group
Nov 2017 - Jul 2019
Financial Advisor
My experience resides in the management and analysis of income generating investments. My mission is to assist clients and their families to reach their current income needs and future income goals, with an emphasis on capital preservation. As an investment professional since 1997, I possess the experience and knowledge necessary to guide my clients toward.
Jun 2012 - Jul 2016
Agent/Owner
Epic Insurance
- Owner Own and operate multi-line insurance agency with three full-time staff members. Business has increased by a steady 20% of each year in operation.
- Established and developed a expanding insurance agency in Southern California.
- Grew client base significantly. Using inovative marketing campaigns.
- Consistently exceed company's sales goals and objectives.
- Delivered a high level of business during first two years
Apr 2009 - Jul 2012
Jan 2002 - Jul 2004
Financial Advisor
Savvy and skilled financial professional with seven years of comprehensive investment expertise. Maintains a record of successfully developing customized financial strategies to meet the needs of clients. Manages multiple portfolios with diligent attention and continual analysis of economic trends to determine appropriate asset allocation. Successful in.
Apr 1999 - Jun 2002
3 education records
Walter Richardson education
Masters Of Fine Arts, Film And Entertainment Law/Film Finance And Budgeting
University Of California, Los Angeles
High School Diploma, Finance, General
Teaneck High School
Sports & Entertainment Accredited Wealth Management Advisorsm - Se-Awma®, Financial Planning For High-Net-Worth Clients And Sports And Entertainment Planning Strategies
College For Financial Planning
FAQ
Frequently asked questions about Walter Richardson
Quick answers generated from the profile data available on this page.
What company does Walter Richardson work for?
Walter Richardson works for Richardson Wealth Management LLC..
What is Walter Richardson's role at Richardson Wealth Management LLC.?
Walter Richardson is listed as Sports & Entertainment Accredited Wealth Management Advisor™@ Richardson Wealth Management LLC | Financial Services, Investment Strategies, Investments at Richardson Wealth Management LLC..
What is Walter Richardson's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Walter Richardson at Richardson Wealth Management LLC..
What is Walter Richardson's phone number?
AeroLeads has found 2 phone signal(s) with area code 314 for Walter Richardson at Richardson Wealth Management LLC..
Where is Walter Richardson based?
Walter Richardson is based in Los Angeles, California, United States while working with Richardson Wealth Management LLC..
What companies has Walter Richardson worked for?
Walter Richardson has worked for Richardson Wealth Management Llc., Morgan Stanley, Vanderbilt Financial Group, Wells Fargo Advisors, and Epic Insurance.
How can I contact Walter Richardson?
You can use AeroLeads to view verified contact signals for Walter Richardson at Richardson Wealth Management LLC., including work email, phone, and LinkedIn data when available.
What schools did Walter Richardson attend?
Walter Richardson holds Masters Of Fine Arts, Film And Entertainment Law/Film Finance And Budgeting from University Of California, Los Angeles.
What skills is Walter Richardson known for?
Walter Richardson is listed with skills including Investments, Finance, Asset Allocation, Retirement Planning, Financial Analysis, Mutual Funds, Analysis, and Fixed Annuities.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial