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Richard Liebchen

Raymond James & Associates, INC.
24 Years of Experience
St. Petersburg, FL
1 DisclosureBroker
View SEC Summary
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Richard Liebchen is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 24 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

St. Petersburg, FL

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History

Regulatory History (1)
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Judgment / Lien
August 2026
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2020 - Present · 6 yrs 9 mos
Raymond James & Associates, INC.Broker
January 2020 - Present · 6 yrs 9 mos
Raymond James & Associates, INC.
January 2020 - Present · 6 yrs 9 mos
Raymond James Financial Services Advisors, INC
October 2018 - Present · 8 yrs
Raymond James Financial Services, INC.
October 2018 - Present · 8 yrs
Raymond James Financial Services, INC.Broker
October 2018 - Present · 8 yrs
Previous Registrations
Scottrade Investment Management
January 2017 - March 2018 · 1 yr 2 mos
Scottrade, INC.Broker
November 2016 - March 2018 · 1 yr 4 mos
TD Ameritrade, INC.
January 2011 - October 2016 · 5 yrs 9 mos
Amerivest Investment Management, LLC
January 2011 - October 2016 · 5 yrs 9 mos
TD Ameritrade, INC.Broker
January 2011 - October 2016 · 5 yrs 9 mos
TD Wealth Management Services INC.Broker
March 2010 - May 2010 · 2 mos
Tiaa-Cref Advice and Planning Services
November 2007 - May 2008 · 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2007 - May 2008 · 6 mos
Charles Schwab & CO., INC.
May 2002 - April 2007 · 4 yrs 11 mos
Charles Schwab & CO., INC.Broker
April 2002 - April 2007 · 5 yrs
Csfbdirect, INC.Broker
May 2000 - December 2001 · 1 yr 7 mos
Painewebber IncorporatedBroker
January 1998 - April 2000 · 2 yrs 3 mos
State Registrations1 state
FL
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.
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