RC
RC

Rebekah Cornell

21 Years of Experience
Fort Mill, SC
Broker

Rebekah Cornell is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 21 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.

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Location

1055 Lpl Way, Fort Mill, SC, 29715

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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.

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Other Business Activities

Rebekah has outside W-2 employment with Sonitrol since April 2025. This activity, which is not investment related, takes a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
August 2018 - Present · 7 yrs 9 mos
LPL Financial LLC
August 2018 - Present · 7 yrs 9 mos
LPL Financial LLCBroker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Fifth Third Securities, INC.
February 2017 - August 2018 · 1 yr 6 mos
Fifth Third Securities, INC.Broker
February 2017 - August 2018 · 1 yr 6 mos
Northwestern Mutual Investment Services, LLCBroker
December 2016 - February 2017 · 2 mos
Northwestern Mutual Investment Services,llc
December 2016 - February 2017 · 2 mos
Fifth Third Securities, INC.
June 2009 - November 2016 · 7 yrs 5 mos
Fifth Third Securities, INC.Broker
March 2006 - November 2016 · 10 yrs 8 mos
American Express Financial Advisors INC.Broker
July 2002 - July 2004 · 2 yrs
Ids Life Insurance CompanyBroker
July 2002 - July 2004 · 2 yrs
State Registrations2 states
MISC
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.
Rebekah Cornell - Financial Advisor | TrueAdvisor