Harold Reuben Richmond

Advisor at Edward Jones — Buffalo, TX

Updated today

Credentials

Series 63, Series 66

Experience

25 years

Location

Buffalo, TX 75831

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,147 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Harold Richmond is a financial advisor with Edward Jones in Buffalo, Texas, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Richmond is also the owner of Richmond4 LLC, a disregarded entity based in Marquez, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management Inheritance planning General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Buffalo, TX

831 W Commerce Suite A

Buffalo TX 75831

Advisors at this office

3

Most active in

Texas

Work history

25 years of industry experience

Edward Jones

2000 - Present • 26 years

St. Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Lee H

Series 66

Buffalo, TX

Edward Jones

Lee Harcrow is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has previously worked at Harcrow & Harcrow, P.C. and Thomas E Harcrow, Jr., CPA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Melanie E

Series 63, Series 65

Teague, TX

UBS Financial Services

Melanie Eubanks is a financial advisor with UBS Financial Services in Teague, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on the boards of Pecan Valley Ranch Inc., involved in agriculture and livestock, and the Purple Balloon Foundation, where she oversees operations and fundraising. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities and wealth management services through a network of advisors who utilize proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Gary S

CFP®, Series 66

Fair Oaks, TX

UBS Financial Services

Gary Scott is a CFP® credentialed financial advisor with UBS Financial Services, bringing 21 years of industry experience. He serves as Vice President of Kachinka, Inc., a role he has held since 2002. Outside of his advisory work, he is a member of the Finance Committee at the Geneva School of Boerne, where he provides guidance on budgeting, fundraising, cash flow, and investing. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and capital market assumptions to tailor strategies to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement

Caroline R

Series 66

Buffalo, TX

Edward Jones

Caroline Richmond is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has held roles at multiple firms, including Gollob Morgan Peddy where she worked as a staff accountant preparing tax returns, and has also worked in administrative positions at a law firm and a university office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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