Rebecca
Chiccino

Lpl Financial LLC

CRD#2377036
Investment Advisor
in Charlestown, MA

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About this Advisor

Rebecca Chiccino is a financial advisor based in Charlestown, Massachusetts who has 3 years of industry experience. Chiccino is an advisor for Lpl Financial LLC. The advisor has gained experience at Pershing LLC, Lockwood Advisors, Inc and Lpl Financial LLC. Chiccino maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts. Lpl Financial LLC is an advisory business that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It administers $368 billion in assets between its 1,688,501 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Lpl Financial LLC provides a broad assortment 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. Financial advisory fee schedules usually vary depending on the type of financial services. Fee types charged by Lpl Financial LLC most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

3 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

Office Location

15 Monument Square #3
Charlestown, MA 02129

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

MA Average: 13
Total Number of Accounts

1,688,501

MA Average: 661
Average Account Size

$217,956

MA Average: $977,396

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

Rebecca Chiccino Work History

Rebecca has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial LLC

2014 - 2018 (4 years)

Pershing LLC

2014 - 2018 (4 years)

Lockwood Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rebecca Chiccino 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

Eric Matthews
Fort Mill, SC
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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