Richard
Eisenreich

Lpl Financial LLC

CRD#6919473
Investment Advisor
in Raleigh, NC

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About this Advisor

Richard Eisenreich is a financial advisor based in Raleigh, North Carolina, working with Lpl Financial LLC. Richard has previously held positions at Strata Solar, Lpl Financial LLC, Channel Partners Capital, University Of St. Thomas, Bergankdv, A-1 Moving Company, and Dba Retirementgeeks. Richard has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Richard is part of Lpl Financial LLC, which operates out of Raleigh, North Carolina. 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 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

2840 Plaza Pl Ste 206
Raleigh, NC 27612

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

NC Average: 13
Total Number of Accounts

1,910,545

NC Average: 661
Average Account Size

$242,588

NC 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 Eisenreich Work History

2018 - Present (7 years)

Lpl Financial LLC

2018 - Present (7 years)

Dba Retirementgeeks

2017 - 2018 (1 year)

Strata Solar

2017 - 2017 (< 1 year)

Channel Partners Capital

2016 - 2016 (< 1 year)

Bergankdv

2014 - 2015 (1 year)

A-1 Moving Company

2013 - 2017 (4 years)

University Of St. Thomas

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Disclosures

Please visit the SEC profile of Richard Eisenreich 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
Nicholas Geric
Winter Haven, FL
Kedishia Grant
Fort Mill, SC
Meghan Clancy
Hollywood, FL
Christopher Claude
Altamonte Springs, FL
Nicole Wilson
Glen Arm, MD
David Wiley
La Jolla, CA
Tyler Zavala
Peoria, AZ

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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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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