Richard Joseph Bartlett
Investment adviser representative at LPL Financial LLC
12 yearsExperience
19 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
12 years in the industry.
- LPL Financial LLCJul 2021 to now
- Recc LLCJan 2020 to now
- West Richland Area Chamber of CommerceJan 2018 to Nov 2020
- Johnston Marcum LLCJan 2018 to Dec 2019
- Safe Harbor Support CenterFeb 2016 to Oct 2020
- Kamiakin BaseballMar 2015 to Sep 2017
- Various Insurance Carriers for W & R Insurance AgenciesJan 2015 to Jul 2021
- Waddell & Reed, IncJul 2014 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 19 states (AK, CA, CO, FL, GA, ID, IN, LA, MD, MN, MO, MT, NE, NM, SD, TX, UT, VA, 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
- 6376230
- Firm CRD
- 6413