Rachel
Congleton
Lpl Financial LLC
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About this Advisor
Rachel Congleton is a financial advisor based in Loveland, Colorado, working with Lpl Financial LLC. Rachel has previously held positions at Edward Jones, Wealth Strategies, Cultivating Hope Dba Hope Farms, Jax Ranch And Home, Cb & Potts, Spradley Barr Ford / Mazda, Harmony Club, Smartbook Business Solutions, Buckner Enterprises, Red Robin, Carhartt, City Of Loveland - The Chilson, Cracker Barrel, Rocky Mountain Physical Therapy, Colorado State University, and Lpl Financial LLC. Rachel has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Rachel is part of Lpl Financial LLC, which operates out of Loveland, Colorado. The firm has 18,523 offices and 37,893 employees. The firm manages assets totaling $618.9 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$618,922,975,737
37,893
2,369,378
$261,217
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
Rachel Congleton Work History
Lpl Financial LLC
Edward Jones
Edward Jones
Wealth Strategies
Jax Ranch And Home
Cultivating Hope Dba Hope Farms
Spradley Barr Ford / Mazda
Cb & Potts
Spradley Barr Ford / Mazda
Harmony Club
Smartbook Business Solutions
Buckner Enterprises
Red Robin
Colorado State University
Buckner Enterprises
Carhartt
City Of Loveland - The Chilson
Cracker Barrel
Rocky Mountain Physical Therapy
Disclosures
Please visit the SEC profile of Rachel Congleton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Fairfield, CA
Danville, CA
Mount Pleasant, PA
Everett, WA
Fort Mill, SC
Pittsfield, MA
Santa Barbara, CA
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