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Vincent Richtar

32 Years of Experience
Wexford, PA
1 DisclosureBrokerSells Insurance

Vincent Richtar is a registered investment advisor at LPL Financial LLC, based in Wexford, 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
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.

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Location

2000 Corporate Drive Ste 570, Wexford, PA, 15090

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2023
Denied
Other Business ActivitiesSells Insurance

Vincent is involved in several insurance-related activities, selling life, health, disability, long-term care, and fixed annuity products through various companies. He also dedicates full-time hours to V&T Wealth Advisors LLC.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2013 - Present · 12 yrs 7 mos
LPL Financial LLC
December 2013 - Present · 12 yrs 7 mos
Previous Registrations
Metlife Securities INC.
September 2007 - January 2014 · 6 yrs 4 mos
Metlife Securities INC.Broker
August 1993 - January 2014 · 20 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
August 1993 - July 2007 · 13 yrs 11 mos
State Registrations14 states
AKDEFLIAKSMDNCNYOHOKPATNTXWV
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.
Vincent Richtar - Financial Advisor | TrueAdvisor