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Phone 704-846-7767
Keith graduated from the University of South Carolina with his Bachelor of Science degree in Accounting.
He has over 25 years of experience in the financial industry and enjoys saving people money through tax incentives and holistic financial planning.
Designations: CPA, CFP™ & PFS and holds his FINRA Series 63, 6 & 7 License held with LPL Financial. Insurance Licensed in NC, SC, GA & FL. (CRD# 2195598)
Keith Richardson, CPA, CFP™, PFS
LPL Investment Advisor Representative
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