Richard Merschdorf, financial advisor Kailua Kona HI
93 score

Richard Merschdorf

CRD Number: 1185832
Current Firm: Lpl Financial LLC

Richard Merschdorf (CRD# 1185832) is an Investment Advisor Representative working at Lpl Financial LLC in Kailua Kona, HI and has over 33 years of experience in the finance industry.

Similar Advisors
Michael Kramer, financial advisor Kailua Kona HI
Michael A. Kramer
CRD# 4405730
Natural Investments
Score
100
Similar Advisors
Vernon Wong, financial advisor Kailua Kona HI
Vernon Y. Wong
CRD# 1292191
Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Score
96
Similar Advisors
Scott Ast, financial advisor Kailua Kona HI
Scott J. Ast
CRD# 5867707
Raymond James Financial Services Advisors, Inc.
Score
93
Company Name Location Dates Years
Lpl Financial, LLC Kailua-kona, HI Mar 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
S65 NASAA Investment Advisors Law Examination Aug 1993
Contact Info for Richard M. Merschdorf
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • HI
  • UT
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Richard Merschdorf and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.