Richard Wilson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Athens, TX, with 35 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
629 S Palestine St, Athens, TX, 75751
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard operates Wilson Money Management as a DBA for his LPL business since 2000 and owns rental real estate since 2002. He also owns Richard J. Wilson, P.C., a tax preparation and accounting business, since 1999, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations14 states
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