Debra
Radley

Lpl Financial LLC

CRD#4207216
Investment Advisor
in Rapid City, SD

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About this Advisor

Debra Radley is a financial advisor working out of Rapid City, South Dakota with a total of 4 years of relevant experience. Radley is currently employed by Lpl Financial LLC. During their career, the advisor has held roles at First Interstate Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, United Capital Financial Advisers, LLC, Girard Securities, Casey Peterson LTD, Pioneer Bank & Trust, Lpl Financial LLC and Radley Fine Furniture/ Aka Radley Enterprises. Radley maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in South Dakota. Lpl Financial LLC is a company based in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 employees. It manages $368 billion in total assets between its 1,688,501 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth individuals who have at least $1 million in investable assets. Lpl Financial LLC has a number 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. Financial advisory fee schedules usually vary depending on which service is offered. Fees billed by Lpl Financial LLC likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

2001 W Omaha Street
Rapid City, SD 57702

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

SD Average: 13
Total Number of Accounts

1,688,501

SD Average: 661
Average Account Size

$217,956

SD 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

Debra Radley Work History

Debra has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Pioneer Bank & Trust

2019 - Present (5 years)

Lpl Financial LLC

2017 - Present (7 years)

Radley Fine Furniture/ Aka Radley Enterprises

2019 - 2019 (< 1 year)

Casey Peterson LTD

2016 - 2017 (1 year)

United Capital Financial Advisers, LLC

2016 - 2017 (1 year)

Girard Securities

2014 - 2016 (2 years)

Cetera Investment Advisers LLC

2012 - 2016 (4 years)

First Interstate Bank

2012 - 2016 (4 years)

Cetera Investment Services LLC

*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 Debra Radley 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
Scott Stambaugh
Chico, CA
Brandi Hoover
Hattiesburg, MS
Andrew Kastenholz
Menomonee Falls, WI
Stephanie Quadros
Miami, FL
Michael Starensier
Fort Mill, SC
Robert Roar
Grayson, KY
Gary Mesko
Sarasota, FL

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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