Crystal Rickard is a registered investment advisor at LPL Financial LLC, based in Columbus, IN, with 10 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
2165 Jonathan Moore Pike, Columbus, IN, 47202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Crystal is a Senior Financial Advisor at Centra Credit Union since 2017 and owns Crystal Beach Properties, LLC, a real estate rental business, since 2018, dedicating a few hours per week. She also uses Centra Financial Services as a DBA for her LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Mcavoy Kemp Wealth Management, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations13 states
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