Richard Lebel
Richard Lebel is a registered investment advisor at LPL Financial LLC, based in Marietta, GA, with 45 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
1640 Powers Ferry Rd Bldg 200, Ste 200B, Marietta, GA, 30067
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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 an independent agent selling non-variable insurance products since 2006, dedicating a few hours per week. He also sells insurance products through Sammons, Simplicity, and Nationwide, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Raymond James & Associates, INC.Broker
Shearson Lehman Hutton INC.Broker
Rooney, Pace INC.Broker
E. G. Frances CO., INC.Broker
Prudential-Bache Securities INC.Broker
First Citizens Municipal CorporationBroker
State Registrations8 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.