Richard
Weiner

Lpl Financial LLC

CRD#2304262
Investment Advisor
in Fort Lauderdale, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Richard Weiner is a financial advisor based in Fort Lauderdale, Florida, working with Lpl Financial LLC. Richard has previously held positions at Axa Advisors LLC, The Prudential Insurance Company Of America, Pruco Securities LLC, Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Lpl Financial LLC, Cuna Mutual Group, Wealth Watch Advisors, and Cuna Brokerage Services, Inc. Richard has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Richard is part of Lpl Financial LLC, which operates out of Fort Lauderdale, Florida. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65, Series 63

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

Office Location

634 Ne 3Rd Ave
Fort Lauderdale, FL 33304

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

FL Average: 13
Total Number of Accounts

1,910,545

FL Average: 661
Average Account Size

$242,588

FL Average: $977,396

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 Weiner Work History

2022 - Present (2 years)

Lpl Financial LLC

2021 - Present (3 years)

Cuna Mutual Group

2021 - Present (3 years)

Cuna Brokerage Services, Inc

2020 - 2021 (1 year)

Wealth Watch Advisors

2016 - 2020 (4 years)

Wells Fargo Clearing Services, LLC

2015 - 2015 (< 1 year)

The Prudential Insurance Company Of America

2015 - 2015 (< 1 year)

Pruco Securities LLC

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2015 - 2020 (5 years)

Wells Fargo Bank Na

2014 - 2015 (1 year)

Axa Advisors LLC

Disclosures

Please visit the SEC profile of Richard Weiner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Michael Raymond
North Haven, CT
John Dardis
Metairie, LA
Patrick Lee
Las Vegas, NV
Molly Miller
La Mesa, CA
Stanley Tzikas
Fairfield, CA
Carey Wolf
West Bend, WI
Nancy Eiden
Fort Lee, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, 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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started