Brian Howard Maxfield
Investment adviser representative at Richardson Financial Services
22 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
22 years in the industry.
- J.W. Cole Financial, Inc.Mar 2020 to now
- Richardson Financial ServicesJan 2004 to now
- First Allied Securities, IncJan 2004 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2004
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
- 3046156
- Firm CRD
- 130715