Rebekah Carpenter
Rebekah Carpenter is a registered investment advisor at LPL Enterprise, LLC, based in Mankato, MN, with 1 years of industry experience. Rebekah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
100 Warren St, Suite 332, Mankato, MN, 56001
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Regulatory History (1)
Judgment / Lien
December 2022Other Business ActivitiesSells Insurance
Rebekah is involved in direct sales/MLM with The Healing Platform, focusing on sales and customer service, dedicating about 10-20% of her time. She also works with Veritas Insurance Advisors selling non-variable insurance products, spending a few hours per week.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Pruco Securities, LLC.Broker
State Registrations1 state
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.