Gary Richardson
Gary Richardson is a registered investment advisor at LPL Financial LLC, based in Clearwater, FL, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
18167 Us Hwy19 N Ste 400, Clearwater, FL, 33764
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Regulatory History (1)
Customer Dispute
November 2004Other Business ActivitiesSells Insurance
Gary is the president of Sequoia Holdings, a real estate rental company, and Life Brokerage Financial Group, an insurance agency, dedicating full-time hours to the latter. He is also a member of Annuity Partners, LLC, an insurance agency, but spends minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Jefferson Pilot Securities CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Pw Securities, INC.Broker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.