Richard Doyle is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Wadsworth, OH, with 24 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
2621 Blake Rd, Wadsworth, OH, 44281
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard operates Richard Doyle Financial Services, Inc. as a DBA for his LPL business. He also runs Doyle Arts, showcasing his writings and artwork, and manages Just1More LLC for real estate rentals, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mutual of Omaha Investor Services, INC.Broker
Valmark Securities, INC.Broker
Oakwood Securities, INC.Broker
State Registrations5 states
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