Brian Richter, Financial Advisor

FINANCIAL ADVISOR
Brian T Richter

ChFC®, CPWA®, CAP®, CLU®, CRPC™
1702 Ribaut Rd, Port Royal, SC 29935opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving
  • Utilities Sector Professionals
  • Employee Stock Options
  • Healthcare Professionals

About Brian

Since childhood, I was fortunate to learn about the opportunities afforded by financial confidence and preparation. This may be a reason that client care and education has always been among the most rewarding aspects of my work as an Edward Jones financial advisor: forming deep relationships allows me to help my clients visualize and plan for long-term, even generational, wealth.

In my first career, I worked for a public utility company where I focused on risk mitigation and project management. Fifteen years working with the public and my compounding experience in the capital markets led me to believe these two...

Work History

  • Edward JonesAugust 2018 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®
  • CPWA®

    Certified Private Wealth Advisor®
  • CAP®

    Chartered Advisor in Philanthropy®
  • CLU®

    Chartered Life Underwriter®
  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Fishing
  • Golfing
  • Outdoor Enthusiast
  • Traveling
  • Spending Time with Family

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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