Lpl Financial LLC
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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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Richard Levine Work History
Richard has 11 years of experience.
Lpl Financial LLC
Sii Investments, Inc
Synergy Financial Partners
Axa Advisors, LLC
Richard Levine has no disclosures.
Please visit their SEC profile for more details.