Richard
Levine

Lpl Financial LLC

CRD#2893622
Investment Advisor
in Denver, CO
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About this Advisor

Richard Levine is a certified financial planner and chartered financial consultant based in Denver, Colorado, who has been in the advisory business for 11 years. Levine is on the advisory team at Lpl Financial LLC. Throughout their career, they have worked at Axa Advisors, LLC, Sii Investments, Inc, Synergy Financial Partners and Lpl Financial LLC. Levine holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Alabama, Arizona, California, Colorado, Maryland and Virginia. Lpl Financial LLC is a financial advisory firm that has its headquarters in Denver, Colorado. It has offices in 8,011 locations and a total of 22,703 people on staff. It controls $153 billion in assets between its 680,466 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 899 charities and foundations. Of its 680,466 client accounts, 23% are held by high-net-worth investors who have more than $1 million in assets. Lpl Financial LLC performs a number of services, such as 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. A financial advisor's fees usually depend on the type of services offered. Fees charged by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

11 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

3773 Cherry Creek Dr North Suite 780
Denver, CO 80209

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

CO Average: 118
Total Number of Accounts

786,525

CO Average: 4,567
Average Account Size

$202,281

CO 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 Levine Work History

Richard has 11 years of experience.

2018 - Present (1 year)

Lpl Financial LLC

2009 - Present (10 years)

Sii Investments, Inc

2009 - Present (10 years)

Synergy Financial Partners

2007 - 2009 (2 years)

Axa Advisors, LLC

Disclosures

Richard Levine has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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