Richard Stevens (CRD# 6063590) is an Investment Advisor Representative working at Lpl Financial LLC in Colorado Springs, CO and has over 11 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Colorado Springs, CO | Jul 2021 - Current | 2 |
| Frank Dearden | Colorado Springs, CO | Feb 2018 - Current | 6 |
| Powernet | Colorado Springs, CO | Apr 2017 - Current | 7 |
| Genesis 2:15 LLC | Colorado Springs, CO | Aug 2016 - Current | 7 |
| The Frs Group LLC | Colorado Springs, CO | Aug 2016 - Current | 7 |
| Dad, Cfo | Colorado Springs, CO | May 2015 - Current | 8 |
| Various Insurance Carriers For W&r Insurance Agencies | Colorado Springs, CO | Nov 2012 - Current | 11 |
| Waddell & Reed, Inc. | Colorado Springs, CO | May 2012 - Current | 11 |
| Front Range Alliance Church | Colorado Springs, CO | Jan 2014 - Oct 2020 | 6 |
| Falcon High School | Falcon, CO | Dec 2012 - Oct 2020 | 7 |
| Lams | Colrado Springs, CO | Aug 2013 - Sep 2020 | 7 |
| Home School Legal Defense Association | Purcellville, VA | Jan 2017 - Jun 2018 | 1 |
| Home School Legal Defense Association | Purcellville, VA | Jan 2017 - Jun 2018 | 1 |
| Limon Chamber Of Commerce | Limon, CO | Jun 2014 - Aug 2016 | 2 |
| Sevenstar Academy | Cincinnati, OH | Jun 2010 - Aug 2016 | 6 |
| Rick & Michelle Stevens | Monument, CO | Jul 2015 - May 2016 | < 1 |
| College America | Colorado Springs, CO | Oct 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- AR
- CO
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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