Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Eckell is a financial advisor at LPL Financial LLC, based in Marlton, NJ. Richard has been working in the financial services industry since 1989 and has experience with various firms, including Raymond James Financial Services, Inc. and Morgan Stanley DW Inc. Richard is registered as a broker and investment advisor in multiple states, including Colorado, Florida, New Jersey, Pennsylvania, and South Carolina. He holds a Series 7, Series 3, and Series 63 license and has successfully passed the Uniform Investment Adviser Law Examination (Series 65). Richard specializes in providing financial planning, portfolio management for individuals and businesses, as well as consulting and other non-discretionary advisory services.
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
NJ
03/11/2024 - Present
LPL Financial LLC (Marlton NJ)
NJ
08/06/2008 - 12/21/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST BERLIN NJ)
NJ
03/15/2006 - 07/22/2008
PNC INVESTMENTS (CHERRY HILL NJ)
NY
10/02/1989 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
05/10/1989 - 10/18/1989
PRINCETON FINANCIAL GROUP, INC.
NA
02/14/1989 - 04/27/1989
PROFILE INVESTMENTS CORPORATION
IA
Issued 04/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1989
Series 3 - National Commodity Futures Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Eckell is the right advisor for you? Invested Better is here to help.
