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Selena Lynne Richardson

Advisor at LPL Financial — Brandon, MS

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Brandon, MS

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Selena Richardson is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. Her prior experience includes roles at CUNA Mutual Group and CUNA Brokerage Services, where she has been employed since 2017, as well as a position at Kestra Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing a variety of portfolios and strategies supported by advanced operational tools.

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

Brandon, MS

Brandon MS

Advisors at this office

1

Most active in

Arkansas · Mississippi · Texas

Work history

28 years of industry experience

LPL Financial

2022 - Present • 4 years

Brandon, MS

CUNA Mutual Group

2017 - Present • 9 years

Waverly, IA

CUNA Brokerage Services, Inc

2017 - Present • 9 years

Waverly, IA

Kestra Financial

2016 - 2017 • 1 year

Austin, TX

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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Roger C

Series 65

Jackson, MS

Eversight Wealth LLC

Roger Collins is a financial advisor at Eversight Wealth LLC in Jackson, MS, holding a Series 65 designation with 10 years of industry experience. He has been with Eversight Wealth since 2015. Eversight Wealth provides investment management and financial planning primarily to individual clients, as well as trusts and private companies, serving mostly remote clients across the United States. The firm’s approach focuses on low-cost, globally diversified portfolios with inflation protection and employs strategies such as tax-loss harvesting, rebalancing, and tailored asset allocation, including the use of call options and other derivatives for some clients.

Tax-loss harvesting Retirement income strategy Social Security optimization Roth conversion strategy Charitable giving tax strategies
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Ian M

Series 63, Series 65

Jackson, MS

Dental Wealth Partners LLC

Ian Mc Ginnis is a financial advisor at Dental Wealth Partners LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Davis Private Wealth, Northwestern Mutual, and MassMutual. Dental Wealth Partners provides investment advisory and financial planning primarily to dental professionals, offering services such as discretionary asset management, dental practice valuation, and retirement plan consulting. The firm emphasizes tailored portfolios and integrates practice transition and liquidity-event modeling with personal financial plans.

Business ownership considerations Business exit / sale strategy Equity Recipients (RS/RSU, SOP, ESPP) Charitable giving & philanthropy Roth conversion strategy Dentist
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Ashby F

Series 65

Ridgeland, MS

Vector Money Management Inc

Ashby Foote III is the Chief Investment Officer of Vector Money Management Inc and holds a Series 65 credential with 21 years of industry experience. He has worked at Vector Money Management since 1988. Outside of his advisory role, Foote serves as an elected City Councilman for Ward 1 of Jackson, MS, and is a board member of several nonprofit organizations, including the Institute of Technology Development, Bigger Pie Forum, Innovate Mississippi, and the Association of Graduates Investment Committee at West Point. Vector Money Management provides discretionary investment advisory and portfolio management services to individuals, trusts, corporations, institutions, foundations, and charitable organizations. The firm employs a top-down Classical Economic Model to guide sector and security selection, managing equity, balanced, and fixed-income strategies on a discretionary basis.

Active portfolio management Options & derivatives strategies

Josh N

CFA®, CFP®, CPA

Jackson, MS

Lefleur Financial

Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he obtained the Certified Financial Planner (CFP) designation and created LeFleur Financial to better serve his clients. Now he provides individuals and small businesses with tax-conscious financial advice and investment management services so that they can efficiently accumulate wealth for retirement.

Tax strategies for small businesses Business ownership considerations Business exit / sale strategy Inherited wealth General tax planning Founder/Business Owner
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Glover R

Series 63, Series 65

Jackson, MS

Russell Wealth Management, LLC

Glover Russell is the principal of Russell Wealth Management, LLC, an independent firm based in Jackson, Mississippi. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he maintains a part-time legal practice focusing on estate planning, probate, and trust litigation. Russell Wealth Management provides customized investment management services to high-net-worth individuals, retirement and pension plans, trusts, estates, charitable foundations, and private corporations. The firm emphasizes risk-adjusted returns through fundamental security analysis with a long-term value orientation, tailoring portfolio management to each client’s objectives.

Wealth management Passive / index investing
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Tiffany B

CFP®

Ridgeland, MS

Bergland Wealth Management, Inc.

Tiffany Bergland is a CFP® and founder of Bergland Wealth Management, Inc. in Ridgeland, MS, where she has provided financial advisory services for 18 years. She has led her independent firm since 2002. Bergland Wealth Management offers personalized financial planning and discretionary investment management for individuals, families, trusts, estates, and related entities such as small businesses and charitable organizations. The firm emphasizes strategic asset allocation with a core of passively managed index funds, operates on a fee-only fiduciary basis, and provides regular reviews and written reports.

General retirement planning Tax strategies for small businesses
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