Richard Allen Stevens
Investment adviser representative at LPL Financial LLC
14 yearsExperience
3 statesRegistered 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.
- LPL Financial LLCJul 2021 to now
- Frank DeardenFeb 2018 to now
- PowernetApr 2017 to now
- Genesis 2:15 LLCAug 2016 to now
- The Frs Group LLCAug 2016 to now
- Dad, CfoMay 2015 to now
- Various Insurance Carriers for W&r Insurance AgenciesNov 2012 to now
- Waddell & Reed, IncMay 2012 to now
- Home School Legal Defense AssociationJan 2017 to Jun 2018
- Front Range Alliance ChurchJan 2014 to Oct 2020
- LamsAug 2013 to Sep 2020
- Falcon High SchoolDec 2012 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (AR, CO, TX).
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
- 6063590
- Firm CRD
- 6413