Richard Albert Wilson
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCMay 2019 to now
- Rich Wilson ConsultingAug 2018 to now
- Cfd InvestmentsAug 2018 to Apr 2019
- Creative Financial Designs, IncAug 2018 to Apr 2019
- Pruco Securities, LLCApr 2018 to Jul 2018
- The Prudential Insurance Company of AmericaApr 2018 to Jul 2018
- Gleaner FinancialMar 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6203318
- Firm CRD
- 6413