Benardo
Richardson

Lpl Financial LLC

CRD#5074862
Investment Advisor
in Fort Mill, SC

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About this Advisor

Benardo Richardson is a financial advisor based in Fort Mill, South Carolina, working with Lpl Financial LLC. Benardo has previously held positions at Suntrust Investment Services, Inc, Suntrust Advisory Services LLC, Schwab Wealth Advisory Inc, Charles Schwab & Co Inc, and Lpl Financial LLC. Benardo has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Benardo is part of Lpl Financial LLC, which operates out of Fort Mill, South 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 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

1055 Lpl Way
Fort Mill, SC 29715

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

SC Average: 13
Total Number of Accounts

1,910,545

SC Average: 661
Average Account Size

$242,588

SC 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

Benardo Richardson Work History

2024 - Present (0 year)

Lpl Financial LLC

2023 - Present (1 year)

Schwab Wealth Advisory Inc

2023 - Present (1 year)

Charles Schwab & Co Inc

2016 - 2023 (7 years)

Suntrust Advisory Services LLC

2016 - 2023 (7 years)

Suntrust Investment Services, Inc

2014 - 2016 (2 years)

Suntrust Investment Services, Inc

Disclosures

Please visit the SEC profile of Benardo Richardson 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
Benjamin Hall
Abingdon, VA
David Wiley
La Jolla, CA
James Moffitt
Baton Rouge, LA
Tyler Zavala
Peoria, AZ
Meghan Clancy
Hollywood, FL
London Cook
Oak Harbor, WA
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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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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