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Main Office
1309 West 15th Street
Plano, TX
Phone: 972-398-3472
West Plano Office
5400 Independence Parkway.
Plano, TX
Phone: 972-801-5718
| Jamie N. Richardson, CRPC
Vice President, Viewpoint Branch Manager, RJFS jamie.richardson@raymondjames.com |
Main Office
1309 West 15th Street at Alma 972-398-3472 |
financial servicesindustry and has extensive knowledge ininvestment managementfor individuals, as well as qualifiedretirement plansfor businesses. He obtained his undergraduate degree from Texas Tech University in finance with a family financial planning emphasis. Jamie is ageneral securities principal and registered options principal. He is also a member of The National Association of Investment Professionals. He enjoys spending his free time with his wife, Kathy, daughter, Regan and son, Ryan, and is actively involved with his children's sports activities as a soccer and t-ball coach. |
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| Todd Carter
Private Client Manager, Viewpoint Financial Advisor, RJFS todd.carter@raymondjames.com |
Main Office
1309 West 15th Street at Alma 972-398-3472 |
financial advisorand registered representative of Raymond James. Todd earned his degree in finance and business administration from Southern Illinois University. He also has multiple licenses (Series 6, 7, 63, and 65) and has developed extensive knowledge in the areas of financial planning and wealth building. If you're interested in private client services or you're planning for retirement, looking for answers about life insurance, wealth transfer or seeking new investment strategies, contact Todd Carter today. |
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| Jarrod Liebel
Financial Advisor, RJFS jarrod.liebel@raymondjames.com |
Main Office
1309 West 15th Street at Alma 972-398-3472 |
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Jamie has 15 years of experience in the 
Todd Carter is ViewPoint Bank’s private client services manager, working day-to-day with members who have a high net worth. Along with more than 10 years of experience in the banking and financial services industry, Todd serves as a 
Jarrod holds Series 7 and 66 investment licenses with Raymond James Financial Services and a Group 1 license with the Texas Department of Insurance. Jarrod brings with him over seven years of experience from past employment at two Fortune 100 insurance companies and Raymond James. Jarrod specializes in helping individuals and families make decisions about investing for retirement and wealth accumulation. Jarrod earned his bachelor's degree from Union College and his master's degree from Bay Path College. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation through The American College. Jarrod enjoys time with his family and has been an active volunteer with Habitat for Humanity, the Junior Achievement of America program and Boys and Girls Clubs of America.© 2008 Raymond James Financial Services, Inc.
Securites and Investment Advisory Services are offered through Raymond James Financial Services, Inc., member FINRA / SIPC, an independent broker / dealer, and are not insured by the FDIC, are not deposits or obligations of the bank, are not guaranteed by the bank, are subject to risk, including the possible loss of principal.
This site is published for residents of the United States only. Raymond James' financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Contact your local Raymond James office for information and availability.