RL
RL
Royal Lunsford is a registered investment advisor at LPL Financial LLC, based in Spring, TX, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
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.
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Location
Spring, TX
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2014Settled
Employment History
Current Registrations
LPL Financial LLC
August 2007 - Present · 19 yrs 1 mo
LPL Financial LLCBroker
August 2007 - Present · 19 yrs 1 mo
Previous Registrations
Thrivent Investment Management INC.
June 2004 - August 2007 · 3 yrs 2 mos
Thrivent Investment Management INC.Broker
April 2004 - August 2007 · 3 yrs 4 mos
State Registrations3 states
MTNMTX
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.