Richard Bartlett (CRD# 6376230) is an Investment Advisor Representative working at Lpl Financial LLC in Kennewick, WA and has over 9 years of experience in the finance industry.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Kennewick, WA | Jul 2021 - Current | 2 |
| Recc LLC | Kennewick, WA | Jan 2020 - Current | 4 |
| Various Insurance Carriers For W & R Insurance Agencies | Kennewick, WA | Jan 2015 - Jul 2021 | 6 |
| Waddell & Reed, Inc. | Kennewick, WA | Jul 2014 - Jul 2021 | 7 |
| West Richland Area Chamber Of Commerce | West Richland, WA | Jan 2018 - Nov 2020 | 2 |
| Safe Harbor Support Center | Kennewick, WA | Feb 2016 - Oct 2020 | 4 |
| Johnston Marcum LLC | East Wenatchee, WA | Jan 2018 - Dec 2019 | 1 |
| Kamiakin Baseball | Kennewick, WA | Mar 2015 - Sep 2017 | 2 |
| Applebee's | Pasco, WA | Oct 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- AK
- CA
- CO
- FL
- GA
- ID
- IN
- LA
- MD
- MN
- MO
- MT
- NE
- NM
- SD
- TX
- UT
- VA
- WA
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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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