Rachel Walston is a registered investment advisor at LPL Financial LLC, based in Burlington, NC, with 12 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
3120 S Church St Ste 101, Burlington, NC, 27215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rachel operates under the DBA Fisher Wealth Management since 2013. She also works as a notary, dedicating minimal time during securities trading, and owns REW Consulting & Implementation, a consulting business, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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