Richard Lee Chambers
Investment adviser representative at LPL Financial LLC
14 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Clearview Federal Credit UnionJul 2025 to now
- LPL Financial LLCMar 2023 to now
- PsecuMar 2023 to Jul 2025
- U.S. Bancorp Investments, Inc.Nov 2019 to Mar 2023
- Cuna Brokerage Services, Inc.Mar 2017 to Nov 2019
- Cuna Mutual GroupMar 2017 to Nov 2019
- Bcu Wealth Advisors, LLCMar 2013 to Mar 2017
- Baxter Credit UnionJun 2012 to Mar 2017
- Cuso Financial Services, LPJun 2012 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (PA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2435036
- Firm CRD
- 6413