Richard Hewlett
Richard Hewlett is a registered investment advisor at LPL Financial LLC, based in Shippenville, PA, with 32 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
21119 Paint Blvd, Shippenville, PA, 16254
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Regulatory History
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 ActivitiesSells Insurance
Richard operates his LPL business through Berteotti Insurance and Financial Services INC and Hewlett Financial Group. He also works with Crump/NSS selling non-variable insurance, dedicating minimal time to this activity, and Baskerville Holdings, LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pacific Select Distributors, LLCBroker
Sun Life Financial Distributors, INC.Broker
Capital Brokerage CorporationBroker
Phoenix Equity Planning CorporationBroker
Aetna Investment Services, INC.Broker
Wheat, First Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations29 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.