Lisa
Rabatin

Lpl Financial LLC

CRD#1133786
Investment Advisor
in Maumelle, AR

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About this Advisor

Lisa Rabatin is a certified financial planner working out of Maumelle, Arkansas, who has 12 years of financial industry experience. Rabatin works at Lpl Financial LLC. Throughout their career, Rabatin has worked at Simmons First Investment Group, Inc, Simmons First Capital Markets, Lpl Financial LLC and Simmons Bank. Rabatin has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Arkansas and Texas. Lpl Financial LLC is a registered investment firm based in Maumelle, Arkansas. The firm has offices in 9,519 locations and a total of 23,035 financial advisors. It handles $208 billion in total assets across its 892,326 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 1,956 charities and foundations. Of its 892,326 accounts, 28% belong to high-net-worth individuals who have more than $1 million in assets. Lpl Financial LLC offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually vary depending on the services provided. However, fee types billed by Lpl Financial LLC most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

201 Carnahan Dr
Maumelle, AR 72113

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

AR Average: $646,059,043
Total Number of Employees

23,035

AR Average: 13
Total Number of Accounts

892,326

AR Average: 661
Average Account Size

$232,867

AR Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Lisa Rabatin Work History

Lisa has 12 years of experience.

2019 - Present (2 years)

Lpl Financial LLC

2019 - Present (2 years)

Simmons Bank

2014 - 2015 (1 year)

Simmons First Capital Markets

2008 - 2019 (11 years)

Simmons First Investment Group, Inc

Disclosures

Lisa Rabatin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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