Independent Financial Partners
46yrs
Top advisor by experience at Independent Financial Partners
26yrs
Based in Edmond, Oklahoma, Richard Marshall is a fiduciary financial advisor with 26 years of industry experience. Richard has been with LPL Financial since 2009; before that, Richard spent five years at Banc of America Investment Services and three years at Morgan Stanley DW. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 244 advisors with offices in Edmond, and one of 230 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
Office15310 N May Ave Suite 101, Edmond, OK 73013
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowLPL Financial LLCCurrent firm
- 2004 – 2009Banc of America Investment Services, Inc.Previously
- 2001 – 2004Morgan Stanley DW Inc.Previously
Contact Richard
Local office(405) 341-9700Ask for Richard. (704) 733-3300Main office · Fort Mill, SC 15310 N May Ave Suite 101Edmond, OK 73013Office · Get directions Facebook pageLPL Financial
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Questions to ask Richard
Tailored to Richard’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Richard
How do I contact Richard?
Call Richard’s local office at (405) 341-9700 or the LPL Financial main office at (704) 733-3300, and ask for Richard Marshall.
How long has Richard been a financial advisor?
Richard has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.
What licenses does Richard hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Richard a fiduciary?
Richard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Richard paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Richard for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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