RM
RM

Rebecca Meyers

19 Years of Experience
Normandy Park, WA
Broker

Rebecca Meyers is a registered investment advisor at LPL Financial LLC, based in Normandy Park, WA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

19439 First Ave S. Suite B-3, Normandy Park, WA, 98148

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Rebecca is doing business as Ignite Financial Services, LLC, dedicating nearly full-time hours to this LPL business. She also engages in real estate rental activities through AirBNB, BAMFirestone LLC, and Redweek.com, and works as a notary public, and does pottery, each taking minimal time.

Employment History
Current Registrations
LPL Financial LLC
November 2016 - Present · 9 yrs 6 mos
LPL Financial LLCBroker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Waddell & Reed
October 2011 - November 2016 · 5 yrs 1 mo
Waddell & ReedBroker
September 2011 - November 2016 · 5 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
June 2003 - July 2005 · 2 yrs 1 mo
Thrivent Investment Management INC.Broker
July 2002 - May 2003 · 10 mos
Lutheran Brotherhood Securities CORP.Broker
September 2000 - July 2002 · 1 yr 10 mos
State Registrations3 states
MTORWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.