Richard Charles Harrison
Investment adviser representative at Townsend
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets
Are you Richard Charles Harrison? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
12 years in the industry.
- Private Client ServicesJul 2025 to now
- TownsendApr 2019 to now
- Townsend & Associates, Inc.Apr 2019 to now
- Osaic Wealth, Inc.Jun 2024 to Jul 2025
- Securities America, Inc.Apr 2019 to Jun 2024
- TIAAJul 2014 to Mar 2019
- TIAA-CREF Individual & Institutional Services, LLCJul 2014 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Townsend
Legal name: Townsend & Associates, Inc.
$1.5BAssets managed
1,514Clients
18Advisers
20 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
- 5688713
- Firm CRD
- 113681