Rebecca Koranek is a registered investment advisor at LPL Financial LLC, based in Cuero, TX, with 15 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
118 E Main St, Cuero, TX, 77954
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca is a notary since 2000, dedicating minimal time. She also works full-time for Paradigm Wealth Partners as a DBA for LPL business since 2021, and spends about 10-20% of her time as an administrative assistant for Scott Financial Services, Inc. since January 2024.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Duncan-Williams, INC.Broker
Primevest Financial Services, INC.Broker
State Registrations1 state
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