Richard Craft
Richard Craft is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Lutherville, MD, with 12 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
1447 York Road Suite 801, Lutherville, MD, 21093
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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 →Other Business ActivitiesSells Insurance
Richard is involved in several real estate rental businesses and is a business owner of Guilford Brewing, LLC and Moodys Place. He also engages in non-variable insurance activities through Corporate Benefits Alliance and Academy Financial, dedicating minimal time to the latter and a few hours per week to the former.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
M&t Securities, INC.Broker
State Registrations16 states
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