Richard Charles Irr

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1996 → 11/2017
  Cantella & Co., Inc.
  Moontownship, PA
• 11/2017 → 03/2022
  Raymond James Financial Services, Inc.
  Moon Township, PA
• 11/2017 → 03/2022
  Raymond James Financial Services Advisors Inc.
  Moon Township, PA
• 03/2022 → 06/2023
  Cantella & Co Inc.
  Malden, MA
• 12/2022 → 11/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2022 → 11/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2022 → 12/2022
  Cantella & Co., Inc.
  Malden, MA
• 11/2023 → Present
  Lpl Financial Llc
  Moon Twp, PA

Previous Registrations

• 2022-12-14 → 2023-12-08
  Cambridge Investment Research Advisors, Inc.
  Moon Twp., PA
• 2022-03-24 → 2023-06-01
  Cantella & Co., Inc.
  Moon Township, PA
  Moon Township, PA
  Malden, MA
  Malden, MA
• 2017-11-27 → 2022-04-04
  Raymond James Financial Services Advisors, Inc
  Moon Township, PA
• 2005-08-31 → 2017-12-08
  Cantella & Co., Inc.
  Moon Twp., PA
  Malden, MA
• 2005-06-22 → 2011-12-09
  J Cubed Financial, Inc.
  Moon Twp, PA
• 2001-10-10 → 2005-09-13
  Kremer & Associates, Inc.
  Wexford, PA

Other Businesses

1) 11/22/2023 - Richard Irr - Non-Variable Insurance Trails only - term insurance policies - Investment related - 1 Hour per month - Start date: 11/30/2023. 2) 11/22/2023 - Richard Irr & Heidi Fortwangler-lrr - Real Estate Rental - Owner - Moon Township PA - Investment related - 4 Hours per month - Start date: 11/30/2023. 3) 05/15/2024 - Real Estate Rental - Investment Related - Oakdale, PA - Start Date 06/15/2024 - 1 Hour Per Month/ 0 Hours During Trading 4) 07/10/2026 - J Cubed Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/31/2026 - 160 hours per month/ 130 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-27
• S63 Uniform Securities Agent State Law Examination
  1994-12-23

Other Names

• Richard Charles Irr