Richard Cella (CRD# 1225988) is an Investment Advisor Representative working at Lpl Financial LLC in Danvers, MA and has over 39 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Danvers, MA | Nov 2021 - Current | 2 |
| Capital Advisory Group Advisory Services, Inc. | Danvers, MA | Jan 2012 - Mar 2022 | 10 |
| United Planners Financial Services | Scottsdale, AZ | Aug 2016 - Nov 2021 | 5 |
| Advantage Publishing Group | Danvers, MA | Jan 2015 - Nov 2021 | 6 |
| Richard Cella, Author | Danvers, MA | Jan 2015 - Nov 2021 | 6 |
| The Capital Advisory Group Advisory Services, LLC | Bloomington, MN | Mar 2011 - Nov 2021 | 10 |
| Lifestyle Financial Group | Danvers, MA | Jan 2010 - Nov 2021 | 11 |
| Ibfr Realty Trust | Danvers, MA | Aug 2009 - Nov 2021 | 12 |
| Ipswich Bay Advisors | Danvers, MA | Feb 2009 - Nov 2021 | 12 |
| Richard Cella Realty Ventures | Danvers, MA | Feb 2007 - Nov 2021 | 14 |
| Richard Cella Iii Insurance Agency, Inc. | Ipswich, MA | Dec 1997 - Nov 2021 | 23 |
| Bb&r Realty Trust | Danvers, MA | May 2012 - Dec 2020 | 8 |
| 401k Capital Advisory | Danvers, MA | Jan 2012 - Jan 2019 | 7 |
| Investors Capital Corporation | Lynnfield, MA | Nov 2003 - Aug 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1984 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
- FL
- MA
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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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