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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Luckey Martin is a financial advisor with LPL Enterprise, LLC. Rebecca has been in the financial industry since 1994 and has experience with several firms. She is registered in 15 states and holds several industry licenses. Rebecca specializes in working with individuals, families, and businesses to develop customized financial plans. She also provides consulting and educational seminars on a variety of financial topics.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
SC
11/14/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
MS
02/12/2008 - 05/04/2012
NYLIFE SECURITIES LLC (RIDGELAND MS)
OH
06/24/2003 - 06/29/2007
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
LA
08/22/2002 - 06/17/2003
HANCOCK INVESTMENT SERVICES, INC. (NEW ORLEANS LA)
CT
05/21/2002 - 08/28/2002
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
OH
11/20/2000 - 06/05/2002
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
NJ
06/04/1998 - 06/26/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
TN
08/13/1996 - 05/18/1998
PFIC SECURITIES CORPORATION (FRANKLIN TN)
MI
08/21/1995 - 09/13/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
08/31/1993 - 07/27/1995
DEPOSIT GUARANTY INVESTMENTS, INC.
BOTH
Issued 06/04/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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