Lpl Financial LLC
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About this Advisor
Richard Mcdowell is an investment advisor who works out of Denver, Colorado. Currently an investment advisor at Lpl Financial LLC, Mcdowell has 15 years of professional experience as a registered investment advisor. Mcdowell maintains Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Mcdowell is able to work with clients based out of Colorado. Mcdowell has worked their career at Lpl Financial LLC. Lpl Financial LLC is headquartered in Denver, Colorado, and operates out of 8,011 additional brick-and-mortar locations across the nation. As a company, Lpl Financial LLC manages $153 billion in assets throughout 680,466 client accounts and retains more than 22,703 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 23% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Lpl Financial LLC provides 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. The firm may charge clients 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 Mcdowell Work History
Richard has 15 years of experience.
Linsco Private Ledger
Richard Mcdowell has disclosures.
Please visit their SEC profile for more details.