Joe G. Richardson

STRATEGIC CAPITAL PLANNING

KENNESAW, GA

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CRD#: 3172147

Professional summary

Joe Garland Richardson JR., CFP®, who also goes by Joe G Richardson, Joe Garland Richardson, Joey Richardson, is a registered financial advisor currently at STRATEGIC CAPITAL PLANNING, INC. located in Kennesaw, Georgia.

Joe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Joe has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe G Richardson | Joe Garland Richardson | Joey Richardson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CONTRACTOR FOR PLANTERS RURAL TELEPHONE COOPERATIVE-AROUND 7/1/2006 THIS JOB WILL TURN PERMANENT AND I WILL BE AN EMPLOYEE OF THE COMPANY NOT INVESTMENT RELATED 100 OGEECHEE STREET, NEWINGTON, GA TELEPHONE, LONG DISTANCE, INTERNET, & VIDEO SERVICES ACCOUNTING SERVICES 1/2006 THROUGH PRESENT 40 HOURS PER WEEK DUTIES INCLUDE PREPARATION OF FINANCIAL STATEMENTS, BUDGETS, AND OVERSIGHT OF THE ACCOUNTING DEPARTMENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joe Garland Richardson JR.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

June 16, 2006 - Present

STRATEGIC CAPITAL PLANNING, INC.

RIA

CRD#: 140438

KENNESAW, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(6/16/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/17/1998

Uniform Investment Adviser Law Examination

Current Firm

STRATEGIC CAPITAL PLANNING, INC.

CRD#: 140438 / SEC#:

Georgia

Registered Investment Advisory firm - (6/16/2006 Approved)

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Contact information

Main Address

Statesboro, GA

Mailing Address

P.o. Box 448, Brooklet, GA 30415

Phone number

(912) 682-9807

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 16,642,314

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Joe G. Richardson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joe Garland Richardson JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC CAPITAL PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/1998

Current Firm

STRATEGIC CAPITAL PLANNING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRATEGIC CAPITAL PLANNING, INC.

TRUST BUT VERIFY

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