Richard Soper is a registered investment advisor at LPL Financial LLC, based in Bremerton, WA, 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
6651 NE State Hwy 303, Bremerton, WA, 98311
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is involved in video production for local charities, commercials, and weddings, dedicating about 10% of his time. He is also self-publishing a book and managing its online presence, which also takes about 10% of his time. Additionally, Richard works in investment services located at Kitsap Credit Union, spending about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Sutro & CO. IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
State Registrations21 states
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