Richard Colvin Crumpler
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Richard Colvin Crumpler? Claim your profile
Contact this firm
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
16 years in the industry.
- LPL Financial LLCJan 2025 to now
- United Community BankAug 2024 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2024
- Wells Fargo Advisors LLCMar 2011 to Nov 2016
- Wachovia Bank, N.A.Feb 2010 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 5561689
- Firm CRD
- 6413