Christian Richards Email & Phone Number
President @ Richards, Lathrop and Associates
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Christian Richards Location
- Los Angeles, CA, US
Christian Richards Work
- President @ (February 2026 - Present)
- Senior Wealth Advisor @ (December 2024 - January 2026)
- Associate Financial Advisor @ (September 2019 - November 2024)
- Portfolio Administrator @ Newport Advisory, LLC (July 2017 - September 2019)
- Client Service Associate @ David Meltzer & Associates (September 2014 - July 2017)
- Client Services Manager @ (July 2013 - April 2014)
- Client Sevice Assistant @ (June 2011 - June 2013)
- Direct Support Representative @ Choosing Independence, Inc. (June 2009 - May 2011)
Christian Richards Education
- Stony Brook University
Bachelors of Arts (American History (United States))
2007-2010 - University of Michigan
(Pre-Law Studies)
2005-2007
Christian Richards Skills
- Estate Planning
- Financial Advisory
- Series 63
- Independent Financial Advice
- Fixed Annuities
- Bonds
- Fixed Income
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Investments
- Variable Annuities
- 401k
- Investment Advisory
- Asset Allocation
- Income Protection
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Equities
- Uniform Combined State Law
- Strategic Financial Planning
- High Net Worth Individuals
- FINRA
- Investment Strategies
- Securities
- Wealth Accumulation
- Asset Management
- Long Term Care
- Disability Insurance
- Wealth
- Personal Financial Planning
- Long Term Care Insurance
- Private Equity
- 401k Rollovers
- ETFs
- Term Life Insurance
- Inheritance Tax Planning
- Retirement
- Series 7
- 529 Plans
- Financial Markets
- Investment Management
Christian Richards Summary
- Christian Richards, based in Los Angeles, CA, US, is currently a President at Richards, Lathrop and Associates. Christian Richards brings experience from previous roles at Mariner, Newport Advisory, LLC and David Meltzer & Associates. Christian Richards holds a 2007 - 2010 Bachelors of Arts in American History (United States) @ Stony Brook University. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, Independent Financial Advice, Fixed Annuities and more. Christian Richards has 1 emails and 1 mobile phone numbers on RocketReach.
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