Gary Richardson
Gary Richardson is a registered investment advisor at LPL Financial LLC, based in Clearwater, FL, with 39 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
18167 Us Hwy19 N Ste 400, Clearwater, FL, 33764
Get directionsHistory
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.
Exams
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