Primerica Advisors
41yrs
Top 3% by experience nationwide
8yrs
Daniel Richardson
Financial advisor at Edward Jones
Daniel Richardson is a fiduciary financial advisor in Springfield, Vermont, with 8 years in the industry. Daniel joined Edward Jones in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Daniel holds the CFP® designation.
One of 4 advisors with offices in Springfield, and one of 4 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office300 River Street, Springfield, VT 05156
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowEdward JonesCurrent firm
Contact Daniel
Local office(802) 523-3755Ask for Daniel. (314) 515-2000Main office · St. Louis, MO 300 River StreetSpringfield, VT 05156Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Daniel’s local office at (802) 523-3755 or the Edward Jones main office at (314) 515-2000, and ask for Daniel Richardson.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Primerica Advisors
35yrs
Top 8% by experience nationwide
Edward Jones
10yrs
10 years in the industry