Richelle Verran
Richelle Verran is a registered investment advisor at LPL Financial LLC, based in Bingham Farms, MI, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
32600 Telegraph Road, Suite 200, Bingham Farms, MI, 48025
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2012Other Business Activities
Richelle works as a Registered Client Service Associate for Spartan Wealth Management, dedicating full-time hours to this role. She also serves as the HOA Secretary for Eden Place North Condominium Association, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Spartan Wealth Management
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.