About
Overview
BBB Accreditation & Rating
Business Details
- BBB File Opened:
- 10/15/2007
- Business Started:
- 8/1/2005
- Business Started Locally:
- 8/1/2005
- Business Incorporated:
- 12/19/2005
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Edwin Keith Richardson CFP, President/Owner
- Number of Employees:
- 3
Additional Contact Information
- Principal Contacts
- Mr. Edwin Keith Richardson CFP, President/Owner
- Customer Contacts
- Mr. Edwin Keith Richardson CFP, President/Owner
- Fax numbers
- Primary Fax: (704) 847-2085
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 398765 for this business, issued by Insurance Commission, SC
Insurance Commission, SC
1201 Main St Ste 1000
Columbia SC 29201
BBB records show a license number of 11819 for this business, issued by Certified Public Accountant Licensing Board, NC
Certified Public Accountant Licensing Board, NC
1101 Oberlin Rd Ste 104
Raleigh NC 27605
BBB records show a license number of ACTIVE for this business, issued by Certified Financial Planner Board of Standards, NC
Certified Financial Planner Board of Standards, NC
1425 K St NW Ste 500
Washington DC 20005
BBB records show a license number of 0006606663 for this business, issued by Insurance Commission, NC
Insurance Commission, NC
1201 Mail Service Ctr
Raleigh NC 27699
Additional Information
- Business Categories
- CPA, Tax Return Preparation, Financial Planning Consultants, Long Term Care Insurance
More Resources
Featured Content
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.