Richard Trasport, financial advisor Lakeland FL

Richard Trasport

CRD Number: 3159632
Current Firm: Lpl Financial LLC

Richard Trasport (CRD# 3159632) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Lakeland, FL Aug 2021 - Current 2
Cetera Advisor Networks El Segundo, CA May 2021 - Jul 2021 < 1
Richard Trasport Jr Lakeland, FL May 1989 - Jul 2021 32
Voya Financial Advisors Lakeland, FL Sep 2014 - Jun 2021 6
Ing Financial Partners, Inc. Lakeland, FL Aug 2013 - Sep 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Richard F. Trasport
Phone Number: 704-733-3300
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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, WY

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