Richard Irr
Richard Irr is a registered investment advisor at LPL Financial LLC, based in Moon Twp, PA, with 31 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
949 Beaver Grade Rd, Moon Twp, PA, 15108
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2022Other Business ActivitiesSells Insurance
Richard receives trails from non-variable term insurance policies and spends minimal time on this activity. He also owns rental real estate and dedicates minimal time to it, while spending full-time hours on J Cubed Financial Advisory Group, Inc., his DBA for LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cantella & CO., INC.Broker
Cantella & CO., INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Cantella & CO., INC.
J Cubed Financial, INC.
Kremer & Associates, INC.
Cantella & CO., INC.Broker
Commonwealth Equity Services, INC.Broker
State Registrations14 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.