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James Richmond

James Richmond

Client Services Associate

I started with ERSI in September 2017 and have been in the financial industry for 18 years.  As a Client Services Associate, I support three financial advisors in all aspects of their business.  I'm also a great resource to facilitate communication with our clients, streamline our operations and improve our clients' overall experience.  Additionally, I passed the General Securities Representative - Series 7 Exam in November 2014.