Advisor at Lord and Richards
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Firm
Lord and Richards
Location
Highlands Ranch, CO 80129
Credentials
Series 63, Series 65
Industry experience
26 years
Edmund Robinson is a financial advisor at Lord and Richards Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Strategic Wealth Designers, LPL Financial, and Santander Securities. Robinson is based in Highlands Ranch, Colorado. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, investment policy statements, and ongoing portfolio monitoring. The firm employs diverse analytical methods and manages portfolios consisting of equities, fixed income, and ETFs under discretionary authority tailored to clients’ risk tolerance and time horizon.
Based on Lord and Richards
$0 - $1,000,000: 1.50% $1,000,001 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
8744 Kendrick Castillo Way, Suite 100
Highlands Ranch, CO 80129
Colorado
Lord and Richards Wealth Management, LLC
2025 - Present (1 year)
Lord and Richards Wealth Management, LLC
2024 - Present (2 years)
Strategic Wealth Designers
2022 - 2024 (2 years)
LPL Financial
2019 - 2022 (3 years)
Northwest Bank
2019 - 2022 (3 years)
Santander Bank, NA
2017 - 2019 (2 years)
Santander Securities, LLC
2017 - 2019 (2 years)
M&T Securities
2006 - 2017 (11 years)
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Lawyer
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Real estate agent
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Other specialized services
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