Rebecca Horn is a CFP-designated registered investment advisor at LPL Financial LLC, based in West Linn, OR, with 26 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
West Linn, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca operates under the DBA R.M. Horn Financial Management since 2006 and teaches investing and personal finance classes through Clackamas Community Education, dedicating minimal time to each. She also owns a rental property and provides notary services for clients and their spouses.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
State Registrations15 states
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