Richard
Gilman

Lpl Financial LLC

CRD#2476340
Investment Advisor
in Middleton, MA

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About this Advisor

Richard Gilman is a certified financial planner based in Middleton, Massachusetts, who has 10 years of work experience. Gilman currently works for Lpl Financial LLC. Their career trajectory has included roles at Commonwealth Financial Network, Securitas Financial Group, Lpl Financial LLC and Boston Premier Wealth LLC. Gilman maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Lpl Financial LLC is a registered investment business that has its headquarters in Middleton, Massachusetts. The investment advisory business has offices in 9,519 locations and a total of 23,035 employees. It has $208 billion in assets across its 892,326 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 1,956 charities and foundations. Of its 892,326 accounts, 28% are held by high-net-worth investors who have at least $1 million in assets. Lpl Financial LLC has a broad array of services, such as 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 charged by financial advisors typically are based on which services are provided. However, fees charged by Lpl Financial LLC most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

Middleton, MA

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

MA Average: 13
Total Number of Accounts

892,326

MA Average: 661
Average Account Size

$232,867

MA 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 Gilman Work History

Richard has 10 years of experience.

2012 - Present (10 years)

Lpl Financial LLC

2016 - 2019 (3 years)

Boston Premier Wealth LLC

2010 - 2012 (2 years)

Commonwealth Financial Network

2010 - 2012 (2 years)

Securitas Financial Group

Disclosures

Richard Gilman has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Ernest Escobar
Mahwah, NJ
John Lewis
Moscow, PA
Richard Gankofskie
Kennesaw, GA
Robert Stanley
Scranton, PA
Jody James
Lewiston, ME
William Pretory
Basking Ridge, NJ
Hugh Coonrod
Naperville, IL

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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