Cynthia Richardson
Cynthia Richardson is a registered investment advisor at LPL Financial LLC, based in Clearwater, FL, with 20 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
18167 Us Hwy19 N Ste 400, Clearwater, FL, 33764
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Regulatory History (1)
Regulatory
June 2008Other Business ActivitiesSells Insurance
Cynthia is the owner of Premier Tax Team, providing tax preparation, accounting, and CPA services, dedicating a few hours per week. She is also an insurance agent at Premier Wealth Planning Spring Hill, spending minimal time on this activity, and operates Premier Wealth Planning Spring Hill as a DBA for her LPL business, dedicating full-time hours to this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Intersecurities, INC.Broker
State Registrations20 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.