Unclaimed
Benardo Richardson is a financial advisor with LPL Financial LLC. Benardo has been in the financial services industry since 2006. Benardo is registered with the states of Georgia and South Carolina. Benardo is also licensed to provide securities and investment advisory services. Benardo has experience in a variety of financial services firms. Benardo's firm, LPL Financial LLC, provides a wide range of financial services, including investment advisory, brokerage, and retirement planning. LPL Financial LLC has a long history of serving individual and institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
04/22/2024 - Present
LPL Financial LLC (FORT MILL SC)
GA
08/31/2023 - 04/19/2024
CHARLES SCHWAB & CO., INC. (Atlanta GA)
GA
07/08/2014 - 06/29/2021
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
07/26/2012 - 07/02/2014
E*TRADE SECURITIES LLC (ALPHARETTA GA)
VA
04/11/2011 - 07/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORFOLK VA)
CA
08/31/2009 - 11/19/2010
MORGAN STANLEY SMITH BARNEY (OAKLAND CA)
CA
02/14/2007 - 09/03/2009
LPL FINANCIAL CORPORATION (VALLEJO CA)
GA
01/30/2006 - 01/26/2007
EDWARD JONES (DECATUR GA)
BC
Issued 09/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2024
Series 99TO - Operations Professional Examination
BC
Issued 08/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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