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Rebecca Lynn Hensley

Investment adviser representative at LPL Financial LLC
3 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

3 years in the industry.

  1. LPL Financial LLCApr 2018 to now
  2. TD Ameritrade, Inc.Feb 2018 to Apr 2018
  3. Scottade, Inc.Jan 2017 to Apr 2018
  4. UBS Financial Services Inc.Feb 2015 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 1 state (TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3235871
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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