Edward Michael Pitts
Investment adviser representative at Richardson Financial Services
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Richardson Financial ServicesAug 2020 to now
- J.W. Cole Financial, Inc.Mar 2020 to now
- Edward JonesNov 2019 to Jan 2020
- UnemployedMay 2019 to Oct 2019
- TIAAJun 2005 to Apr 2019
- TIAA-CREF Individual & Institutional Services, LLCJun 2005 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Richardson Financial Services
Legal name: Richardson Financial Services Inc.
$256.1MAssets managed
193Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2394485
- Firm CRD
- 130715