Frances Richter, financial advisor Vancouver WA
93 score

Frances Richter

CRD Number: 4453758
Current Firm: Lpl Financial LLC

Frances Richter (CRD# 4453758) is an Investment Advisor Representative working at Lpl Financial LLC in Vancouver, WA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Vancouver, WA Apr 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Frances W. Richter
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WA
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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