Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Marshall is a financial advisor with LPL Financial LLC. Rebecca has been in the financial services industry since 2014. Rebecca is licensed to provide investment advice in Arkansas and Texas. Rebecca has been working with Simmons First Investment Group, Inc. since 2014 and with Raymond James Financial Services, Inc. before that. Rebecca holds a Series 63, Series 65 and Series 7 licenses. Rebecca is also a Certified Financial Planner.
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
TX
04/07/2021 - Present
LPL Financial LLC (FORT WORTH TX)
AR
12/03/2014 - 03/25/2019
SIMMONS FIRST INVESTMENT GROUP, INC. (PINE BLUFF AR)
AR
07/14/2014 - 12/04/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (PINE BLUFF AR)
IA
Issued 01/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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