Skip to content

George Wayne Richerson

Investment adviser representative at Southbridge Advisors, LLC
15 yearsExperience
1 stateRegistered in
$353.1MFirm assets
6 yearsFirm in business

Are you George Wayne Richerson? Claim your profile

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

15 years in the industry.

  1. Southbridge Advisors, LLCNov 2019 to now
  2. Wealth and Pension Services Group, Inc.May 2011 to now
  3. Triad Advisors IncMay 2011 to Dec 2017

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (GA).

Southbridge Advisors, LLC

$353.1MAssets managed
220Clients
6Advisers
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
5387482
Firm CRD
306075
Advisor's SEC record (opens in a new tab)
CallContact this firm