Noemi Rebollar is a registered investment advisor at LPL Financial LLC, based in Richardson, TX, with 2 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
1271 W Campbell Rd, Richardson, TX, 75080
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Noemi operates North Texas Capital Advisors as a DBA for her LPL business and has a financial institution duty at Neighborhood Credit Union since 2021, dedicating full-time hours. She is also a Notary for the State of Texas since 2021.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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