Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Barclay is a financial advisor with LPL Financial LLC. Rhonda has over 30 years of experience in the financial services industry. Rhonda has a wide range of experience in the financial industry and is registered with several states. Rhonda is committed to providing her clients with personalized financial advice and guidance. Rhonda is dedicated to helping her clients achieve their financial goals.
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.
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2
TX
04/06/2009 - Present
LPL Financial LLC (HOUSTON TX)
TX
06/20/2003 - 04/07/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
IL
11/11/1994 - 06/25/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
09/07/1994 - 09/29/1994
BANC ONE SECURITIES CORPORATION
IL
06/21/1991 - 09/07/1994
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
08/22/1989 - 05/03/1990
WESTCAP GOVERNMENT SECURITIES, INC.
TX
08/22/1989 - 05/03/1990
WESTCAP SECURITIES, INC. (HOUSTON TX)
IA
Issued 09/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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