William B. Richardson

RV STRATEGIES

Fairfax, VA 22030

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CRD#: 7296729

Professional summary

William Brett Richardson, who also goes by Brett Richardson, is a registered financial advisor currently at RV STRATEGIES located in Fairfax, Virginia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brett 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.

William Brett Richardson is the Directory of Legal & Regulatory Affairs for the National RV Dealers Association. This activity is not expected to present a conflict of interest since it is separate and apart from the activities of RV Strategies LLC. William Brett Richardson is 50% owner of Richardson Capitol Strategies Group, LLC, a company that he and his wife created in order to purchase a property in 2010. The property was sold in 2016. The LLC currently owns no property, has no bank account, and does not transact any business. This activity is not expected to present a conflict of interest since it is separate and apart from the activities of RV Strategies LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Brett Richardson'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®

None

Experience

Current

January 2, 2021 - Present

RV STRATEGIES

Office #1: 3930 University Dr., Fairfax, VA 22030

RIA

CRD#: 310973

Fairfax, VA

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

Louisiana
(4/18/2022)

IAR

Texas
(12/3/2021)

IAR

Virginia
(1/2/2021)

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: 9/23/2019

Uniform Investment Adviser Law Examination

Current Firm

RV STRATEGIES

RV STRATEGIES | RV STRATEGIES LLC

CRD#: 310973 / SEC#:

Louisiana

Registered Investment Advisory firm - (4/18/2022 Approved)

Texas

Registered Investment Advisory firm - (12/3/2021 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (1/2/2021 Approved)

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Contact information

Main Address

3930 University Dr., Fairfax, VA 22030

Mailing Address

Phone number

(703) 591-7130

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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William B. Richardson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Brett Richardson's CRS (Customer Relationship Summary).

Certified licenses

Experience

RV STRATEGIES

State Registrations and Notice Filings

Exams

Series 65

Date: 9/23/2019

Current Firm

RV STRATEGIES

Contact information

Documents

Red Flags

Company Information

RV STRATEGIES

TRUST BUT VERIFY

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