Gary RichterCRD Number: 5052566
Current Firm: Lpl Financial LLC
Gary Richter (CRD# 5052566) is an Investment Advisor Representative working at Lpl Financial LLC in Eugene, OR and has over 15 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Sapient Private Wealth Management, LLC
Commonwealth Financial Network
|Lpl Financial||Eugene, OR||Feb 2012 - Current||9|
|Edward Jones||St. Louis, MO||Oct 2005 - Feb 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2006|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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