Richard Cahlin is a registered investment advisor at LPL Financial LLC, based in Aventura, FL, with 27 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
20900 West Dixie Highway, Aventura, FL, 33180-1131
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Mf Financial Services
Investacorp Advisory Services INC
Investacorp, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Investacorp, INC.Broker
State Registrations3 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.
Exams
More Advisors
- Nicholas GiambriLPL Financial LLC
- Adam Rittersporn, CFPCharles Schwab & CO., INC.
- Robert Cafaro, CFPWells Fargo Advisors
- Lloyd Davis, CFPWells Fargo Advisors
- Morris Esquenazi, CFPNorthwestern Mutual Investment Services,llc
- Jose Pena, CFPMorgan Stanley