Andrew Richardson
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
14 yearsExperience
10 statesRegistered in
$14.4BFirm assets
26 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCMar 2025 to now
- J.P. Morgan Securities LLCSep 2022 to Mar 2025
- JPMorgan Chase Bank, N.A.Sep 2022 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2021 to Aug 2022
- J.P. Morgan Securities LLCApr 2021 to Aug 2021
- JPMorgan Chase Bank, N.A.Apr 2021 to Aug 2021
- TD Ameritrade Services Co., IncOct 2020 to Apr 2021
- TD Ameritrade, IncOct 2020 to Apr 2021
- UnemployedMay 2020 to Sep 2020
- Enterprise HoldingsJan 2019 to Apr 2020
- UnemployedSep 2012 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 10 states (AZ, CA, CO, FL, GA, IN, NC, NM, NV, TX).
Cliftonlarsonallen Wealth Advisors, LLC
$14.4BAssets managed
7,354Clients
99Advisers
26 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
- 7287242
- Firm CRD
- 38357