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 based in Danvers, Massachusetts, working with Lpl Financial LLC. Richard has previously held positions 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. Richard has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Massachusetts. Currently, Richard is part of Lpl Financial LLC, which operates out of Danvers, Massachusetts. 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 63, Series 66

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

$463,475,486,343

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

35,841

MA Average: 13
Total Number of Accounts

1,910,545

MA Average: 661
Average Account Size

$242,588

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

2021 - Present (3 years)

Lpl Financial, LLC

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

2009 - 2021 (12 years)

Ipswich Bay Advisors

2009 - 2021 (12 years)

Ibfr Realty Trust

2007 - 2021 (14 years)

Richard Cella Realty Ventures

2003 - 2016 (13 years)

Investors Capital Corporation

1997 - 2021 (24 years)

Richard Cella Iii Insurance Agency, Inc

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
Breanna Gardner
Fargo, ND
Meghan Clancy
Hollywood, FL
Kyle Hurt
San Diego, CA
Jennifer Brown
Overland Park, KS
Tyler Zavala
Peoria, AZ
David Wiley
La Jolla, CA
Christopher Claude
Altamonte Springs, FL

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.

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