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RC
CFP · ChFC
RC
CFP · ChFC

Richard Craft

LPL Financial LLC
12 Years of Experience
Lutherville, MD
BrokerSells Insurance
View SEC Summary
View SEC Summary

Richard Craft is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Lutherville, MD, with 12 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1447 York Road Suite 801, Lutherville, MD, 21093

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History

Regulatory History
Clean regulatory record

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.

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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
August 2024 - Present · 2 yrs 2 mos
LPL Financial LLCBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Osaic Fa, INC.
August 2014 - August 2024 · 10 yrs
Osaic Fa, INC.Broker
May 2014 - August 2024 · 10 yrs 3 mos
M&t Securities, INC.Broker
November 2013 - April 2014 · 5 mos
State Registrations17 states
CACTDEFLGAMAMDNCNJNYOHPASCTNVAVTWA
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.
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