Lpl Financial LLC
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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Lisa Rabatin Work History
Lisa has 12 years of experience.
Lpl Financial LLC
Simmons First Capital Markets
Simmons First Investment Group, Inc
Lisa Rabatin has no disclosures.
Please visit their SEC profile for more details.
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