Richard
Cella

Lpl Financial LLC

CRD#1225988
Investment Advisor
in Danvers, MA

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About this Advisor

Richard Cella is a financial advisor working in Danvers, Massachusetts who has 2 years of relevant experience. Cella is currently employed by Lpl Financial LLC. The advisor has gained experience at Richard Cella Iii Insurance Agency, Inc, Investors Capital Corporation, Ipswich Bay Advisors, The Capital Advisory Group Advisory Services, LLC, United Planners Financial Services, Lifestyle Financial Group, Richard Cella Realty Ventures, Ibfr Realty Trust, 401K Capital Advisory, Advantage Publishing Group, Richard Cella, Author, Bb&R Realty Trust, Capital Advisory Group Advisory Services, Inc and Lpl Financial, LLC. Cella has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in Massachusetts. Lpl Financial LLC is a financial advisory business headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It controls $368 billion in assets under management between its 1,688,501 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets. The company has a wide 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. Fees for financial management largely depend on the services provided. Fees charged by Lpl Financial LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Office Location

150A Andover St Ste 2
Danvers, MA 01923

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

MA Average: 13
Total Number of Accounts

1,688,501

MA Average: 661
Average Account Size

$217,956

MA 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 Cella Work History

Richard has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial, LLC

2009 - Present (15 years)

Ipswich Bay Advisors

2009 - Present (15 years)

Ibfr Realty Trust

2007 - Present (17 years)

Richard Cella Realty Ventures

2016 - 2021 (5 years)

United Planners Financial Services

2015 - 2021 (6 years)

Advantage Publishing Group

2015 - 2021 (6 years)

Richard Cella, Author

2012 - 2019 (7 years)

401K Capital Advisory

2012 - 2020 (8 years)

Bb&R Realty Trust

2012 - 2022 (10 years)

Capital Advisory Group Advisory Services, Inc

2011 - 2021 (10 years)

The Capital Advisory Group Advisory Services, LLC

2010 - 2021 (11 years)

Lifestyle Financial Group

2003 - 2016 (13 years)

Investors Capital Corporation

1997 - 2021 (24 years)

Richard Cella Iii Insurance Agency, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Cella 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
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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