Richard
Czechowski

Lpl Financial LLC

CRD#2172399
Investment Advisor
in San Diego, CA
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About this Advisor

Richard Czechowski is a certified financial planner operating in San Diego, California, with a total of 13 years of professional experience. Czechowski currently works for Lpl Financial LLC. They have worked at Lpl Financial Llc for all of their career. Czechowski maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Lpl Financial LLC is a financial advisory company that has its headquarters in San Diego, California. The company has offices in 8,011 locations and a total of 22,703 financial advisors. It controls $153 billion in total assets across its 680,466 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 899 charities and foundations. Of its 680,466 client accounts, 23% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice typically vary depending on which services the firm provides the client. Fees charged by Lpl Financial LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4370 La Jolla Village Dr. #620
San Diego, CA 92122

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Richard Czechowski Work History

Richard has 13 years of experience.

2005 - Present (14 years)

Lpl Financial

Disclosures

Richard Czechowski has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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