Richard Barnett
Richard Barnett is a registered investment advisor at LPL Financial LLC, based in Medford, NJ, with 27 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
30 Jackson Rd Ste B3, Medford, NJ, 08055
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2001Other Business Activities
Richard works as a ski instructor at Jack Frost/Big Boulder Ski Area since 2018. He also spends nearly all of his time on Barnett Financial Services, LLC, his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations16 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.