Richard Yoder
Richard Yoder is a registered investment advisor at LPL Financial LLC, based in Des Moines, IA, with 28 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
515 E Locust St Ste 250, Des Moines, IA, 50309
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2007Other Business Activities
Richard is involved with Yoder Support Services for tax/investment purposes since 2009. He is also a notary since 2018 and operates under the DBA Paradigm Wealth Partners, LLC for his LPL business since 2019.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Principal Financial Securities,inc.Broker
State Registrations12 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.