Marlon Richardson
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mccomb, MS 39648-3606
Credentials
Series 66
Industry experience
11 years
About
Marlon Richardson is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he is a silent partner in a family non-medical home care business operated by his wife. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and is noted for its extensive advisor network and affiliated financial services.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$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)
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
1452 Delaware Ave
Mccomb, MS 39648-3606
Most active in
Marlon R has reported serving >5 clients in these states in the last 12 months.
Mississippi · Texas
Work history
Edward Jones
2014 - Present (12 years)
MDR of Natchez, LLC dba Sears Hometown Store
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Thomas O
Series 63, Series 65
Mccomb, MS
Advisory Services Network
Thomas Ott is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Calton & Associates, Inc. since 2018 and previously at Cambridge Investment Research, Inc. from 2015 to 2017. Outside of his advisory work, he owns and manages a rental property in Jackson, Mississippi. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.
Chadwick L
Series 63, Series 66
Mccomb, MS
Raymond James Financial
Chadwick Lindsey is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Raymond James Financial and its related entities since 1999. Outside of his advisory role, he owns Little Lindsey Enterprises, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a notable emphasis on advisory and implementation-support services rather than discretionary management.
James S
CFP®, Series 66
Mccomb, MS
LPL Financial
James Stone III is a CFP®-certified financial advisor with 27 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with Cetera Advisors LLC. Stone is also an agent for life, disability, and long-term care insurance through Legacy Investments and Financial Planning. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.
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