Mark D. Richards, III CFP<sup>&reg;</sup> - Financial Advisor

Mark D. Richards, III CFP®

CIMA®

Financial Planner

Radnor Wealth Management

5409 Maryland Wy, Ste 214
Brentwood, TN 37027
FINANCIAL ADVISOR'S WEBSITE
(615) 300-9679

General

Mark Richards is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Radnor Wealth Management in Brentwood, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - CIMA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Special Needs

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