Richard
Mcdowell

Lpl Financial LLC

CRD#1333800
Investment Advisor
in Denver, CO
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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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

15 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

Yes

Office Location

6000 E Evans Ave Bld 3 Ste 200
Denver, CO 80222-5432

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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 Mcdowell Work History

Richard has 15 years of experience.

2003 - Present (16 years)

Linsco Private Ledger

Disclosures

Richard Mcdowell has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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