RE
RE

Richard Eckell

36 Years of Experience
Marlton, NJ
Broker

Richard Eckell is a registered investment advisor at LPL Financial LLC, based in Marlton, NJ, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

Marlton, NJ

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Richard owns rental real estate since 2017. He also spends nearly full-time on his LPL business through Gladstone Wealth Partners.

Employment History
Current Registrations
LPL Financial LLC
March 2024 - Present · 2 yrs 4 mos
LPL Financial LLCBroker
March 2024 - Present · 2 yrs 4 mos
LPL Financial LLC
March 2024 - Present · 2 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2013 - December 2023 · 10 yrs 11 mos
Raymond James Financial Services Advisors, INC
January 2009 - December 2012 · 3 yrs 11 mos
Raymond James Financial Services
August 2008 - January 2009 · 5 mos
Raymond James Financial Services, INC.Broker
August 2008 - December 2023 · 15 yrs 4 mos
PNC Investments
April 2006 - July 2008 · 2 yrs 3 mos
PNC InvestmentsBroker
March 2006 - July 2008 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
October 1989 - August 2005 · 15 yrs 10 mos
Princeton Financial Group, INC.Broker
May 1989 - October 1989 · 5 mos
Profile Investments CorporationBroker
February 1989 - April 1989 · 2 mos
State Registrations5 states
COFLNJPASC
AdvisorBrokerBoth

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
No exam information available for this advisor.
Richard Eckell - Financial Advisor | TrueAdvisor