Rhonda Carr is a registered investment advisor at LPL Financial LLC, based in Woodford, VA, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Woodford, VA
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Regulatory History (1)
Financial
November 2019Other Business Activities
Rhonda is the business owner overseeing dogs at Laurel Cliff Kennels, LLC, dedicating about 10-20% of her time. She also owns rental real estate and works for Uber/Lyft, dedicating about a quarter of her time to the latter outside of trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Independent Financial Securities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.