Rita
Labeta
Lpl Financial LLC
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About this Advisor
Rita Labeta is a financial advisor who works out of Webster, New York, with 2 years of relevant experience. Labeta works at Lpl Financial LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Rita Laveck Photography, Homemaker, Bank Of America, N.A, Lpl Financial LLC, Kinecta Federal Credit Union, Citizens Securities Inc and Citizens Bank. Labeta holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in New York. Lpl Financial LLC is an advisory company based in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 financial advisors. It handles $368 billion in assets under management across its 1,688,501 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company has a diverse array 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 for financial management typically are based on which services the firm provides the client. Fee types charged by Lpl Financial LLC likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Rita Labeta Work History
Rita has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Kinecta Federal Credit Union
Citizens Securities Inc
Citizens Bank
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Rita Laveck Photography
Homemaker
*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 Rita Labeta 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
Lawrenceburg, IN
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
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.
