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Nathan Gregor Richardson Jr.

Advisor at LPL Financial — Port Angeles, WA

Updated today

Credentials

Series 66

Experience

25 years

Location

Port Angeles, WA

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,468 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Nathan Richardson Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2020 and previously was with E.K. Riley Investments, LLC and First Allied Securities, Inc. He also operates the Law Office of Greg Richardson, where he has been active for over two decades. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third‑party asset management access, participant-level retirement advice, and institutional platforms, with a comprehensive approach supported by technology and oversight of substantial discretionary assets.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Port Angeles, WA

Port Angeles WA

Advisors at this office

1

Most active in

Washington

Work history

25 years of industry experience

LPL Financial

2020 - Present • 6 years

Port Angeles, WA

E.K. Riley Investments, LLC

2007 - 2020 • 13 years

Seattle, WA

First Allied Securities, INC.

2004 - 2020 • 16 years

San Diego, CA

Law Office of Greg Richardson

2000 - Present • 26 years

Port Angeles, WA

Disclosures

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

Business activities & affiliations

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Earl J

Series 63, Series 65, Series 66

Port Angeles, WA

EMP Wealth Management LLC

Earl Johnson is a financial advisor at EMP Wealth Management LLC with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Morgan Stanley and Principal Securities. Outside of advising, he is a speaker and author, and serves as CEO and educator at EMP Financial Wellness, focusing on financial competency education for individuals including Native Americans. EMP Wealth Management LLC is an independent investment adviser serving individuals, high-net-worth clients, small businesses, Indian Tribes, and charitable organizations. The firm offers discretionary investment management and written financial planning with a suitability-driven, diversified approach, and provides a specialized 3(21) ERISA advisory service for owner-only corporate retirement plans.

Founder/Business Owner Retired
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Timothy M

CFP®, Series 65

Port Angeles, WA

Upleft Asset Management

Timothy Martin is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Upleft Asset Management since 2026 and previously served five years at Hallett Advisors. Martin also served in the U.S. Marine Corps both on active duty and in the reserves. Upleft Asset Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm emphasizes long-term portfolio strategies using low-cost mutual funds and ETFs, complemented by fundamental and technical research and regular client communication.

General retirement planning Cash flow / budgeting
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Matthew M

CFP®, Series 65, Series 66

Port Angeles, WA

Upleft Asset Management

Matthew Miller is a CFP® professional with 17 years of experience in financial advisory roles. He has worked at Upleft Asset Management since 2018, following prior positions at Hallett & Associates, SEI Investments Management Corp, Wells Fargo Clearing, and A. G. Edwards & Sons. Upleft Asset Management provides discretionary investment management and financial planning services primarily for individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, research-driven approach using diversified mutual funds, ETFs, and selective individual securities, with a focus on ongoing client communication.

General retirement planning Cash flow / budgeting
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Joseph F

Series 66

Port Angeles, WA

FORS Financial

Joseph Fors is a financial advisor at FORS Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Financial Advocates Investment Management and LPL Financial, LLC. Outside of advising, he serves on the Board of Elders and Financial Committee for Independent Bible Church, owns an agricultural business, and is president of the Peninsula Rodeo Association. FORS Financial is a two-advisor firm managing approximately $135 million across 240 client accounts, serving individuals, high-net-worth households, trusts, estates, foundations, retirement plans, and charitable organizations. The firm provides discretionary wealth management and financial consulting, utilizing a diversified investment approach based on Modern Portfolio Theory and various analytic methods to construct portfolios including equities, fixed income, mutual funds, ETFs, and alternative investments.

Wealth management Equity compensation tax strategy Business exit / sale strategy Charitable giving & philanthropy
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Robert Z

Series 65

Port Angeles, WA

Upleft Asset Management

Robert Zajkowski is a financial advisor at Upleft Asset Management in Port Angeles, WA, holding a Series 65 designation and beginning his advisory career in 2026. His prior experience includes roles at Research Innovations and the Defense Intelligence Agency. He also has a teaching position at Peninsula College. Upleft Asset Management provides discretionary investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supported by ongoing portfolio supervision and personalized client contact.

General retirement planning Cash flow / budgeting
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Casi F

Series 63, Series 65

Port Angeles, WA

FORS Financial

Casi Fors is a financial advisor at FORS Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Financial Advocates Investment Management and LPL Financial. Outside of advising, she serves on the financial committee for the Field Arts and Events Hall and is a licensed insurance agent. FORS Financial serves individual and high-net-worth households, trusts, estates, foundations, retirement plans, and charitable organizations with discretionary wealth management and financial consulting. The firm employs a diversified investment approach based on Modern Portfolio Theory and various analytical methods, managing approximately $135 million across 240 client accounts.

Wealth management Equity compensation tax strategy Business exit / sale strategy Charitable giving & philanthropy
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