Richard ClairmontCRD Number: 4682353
Current Firm: Lpl Financial LLC
Richard Clairmont (CRD# 4682353) is an Investment Advisor Representative working at Lpl Financial LLC in King Of Prussia, PA and has over 8 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Lpl Financial LLC||King Of Prussia, PA||Dec 2019 - Current||3|
|Cpc Financial Planning, Inc.||King Of Prussia, PA||Oct 2015 - Current||7|
|Clairmont, Paciello & Company P.c.||King Of Prussia, PA||Jul 1989 - Current||34|
|Royal Alliance Associates, Inc.||King Of Prussia, PA||Jul 2015 - Dec 2019||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2015|
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- 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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