Eugene, OR E 5th Ave Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.
Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.
What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.
Based on LPL Financial
Expertise
Based on LPL Financial
Location
199 E 5th Ave Ste 31
Eugene OR 97401
Advisors at this office
3
Advisors at this office
Richard F
Series 66
Eugene, OR
LPL Financial
Richard Fisher III is a financial advisor with LPL Financial in Eugene, Oregon, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2020, he worked for five years at Columbia Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.
Richard F
Series 66
Eugene, OR
LPL Financial
Richard Fisher is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, following prior roles at D.A. Davidson & Co. and Morgan Stanley. Outside of his advisory work, he is involved in music as a part-time musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio models and advisory platforms.
Raymond A
Series 63, Series 65
Eugene, OR
LPL Financial
Raymond Albano is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at D.A. Davidson & Co. for 10 years before joining LPL Financial in 2019. Albano is also involved with Albano - Fisher Advisors, a separate business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by research and technology tools.
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