Richard Lytle is a registered investment advisor at LPL Financial LLC, based in Plano, TX, with 16 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
3608 Preston Rd, Ste 225, Plano, TX, 75093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard operates Steel Feather Financial as a DBA for his LPL business, dedicating full-time hours to it. He also manages Steel Feather Financial Planning, LLC, a business entity for tax/investment purposes, also dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations15 states
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