Richard
Chiarenza

Lpl Financial LLC

CRD#2426633
Investment Advisor
in Saint Augustine, FL

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About this Advisor

Richard Chiarenza is a financial advisor working in Saint Augustine, Florida, who has been in the financial industry for 11 years. Chiarenza works at Lpl Financial LLC. Over the course of their career, Chiarenza has held roles at Charles Schwab & Co., Inc, Charles Schwab Bank, Cuna Brokerage Services, Inc, Vystar Credit Union and Lpl. Chiarenza holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Florida. Lpl Financial LLC is a registered investment company operating out of Saint Augustine, Florida. The company has offices in 9,898 locations and a total of 28,744 employees. It oversees $404 billion in assets under management across its 1,517,995 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 3,162 charitable organizations. Of its 1,517,995 customer accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Lpl Financial LLC provides 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. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fees billed by Lpl Financial LLC can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

Yes

Office Location

165 State Road 312 West
Saint Augustine, FL 32086

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

FL Average: $646,059,043
Total Number of Employees

28,744

FL Average: 13
Total Number of Accounts

1,517,995

FL Average: 661
Average Account Size

$266,257

FL Average: $977,396

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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 Chiarenza Work History

Richard has 11 years of experience.

2014 - Present (8 years)

Lpl

2012 - Present (10 years)

Vystar Credit Union

2012 - 2014 (2 years)

Cuna Brokerage Services, Inc

2011 - 2012 (1 year)

Charles Schwab & Co.,Inc

2011 - 2012 (1 year)

Charles Schwab Bank

Disclosures

Richard Chiarenza has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Paul Goeke
Saint Louis, MO
Jonathan Davis
Spokane, WA
Tyler Atkinson
Bellevue, WA
Anthony Velarde
Oxnard, CA
Anthony Rue
San Diego, CA
Bret Edensword
Seattle, WA
Ruthanna Goodman
Louisville, KY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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