Richard Currens is a registered investment advisor at LPL Financial LLC, based in Reynoldsburg, OH, with 4 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
7610 E Main St, Reynoldsburg, OH, 43068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard operates under two DBAs for his LPL business: Marquis Advisory Group and Currens Wealth Management. He also has a business loan with Currens Wealth Management, dedicating significantly more than full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations19 states
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