Rebecca Hensley is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 25 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
1717 West Loop South, 11th Fl, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca is affiliated with Amegy Wealth Advisors as a DBA for LPL Business since 2018, dedicating nearly all of her time. She also works as a Relationship Manager for ZB, N.A., DBA Wealth & Fiduciary Services, spending a few hours per week during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
TD Ameritrade, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.Broker
UBS Financial Services INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Stephens INC.Broker
Stephens INC.
Morgan Stanley Dw INC.Broker
The Penn Investment Group INC.Broker
First Union Securities, INC.Broker
State Registrations7 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.