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Rebekah Cornell

Investment adviser representative at LPL Financial LLC
20 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

20 years in the industry.

  1. LPL Financial LLCAug 2018 to now
  2. Fifth Third SecuritiesFeb 2017 to Aug 2018
  3. Northwestern MutualDec 2016 to Feb 2017
  4. Eric B WaggonerDec 2016 to Dec 2016
  5. UnemployedNov 2016 to Dec 2016
  6. Fifth Third SecuritiesFeb 2006 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 66 · Uniform Combined State Law2009

State registrations

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

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
4540262
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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