Rebecca Mayer Hern
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- First Horizon BankMay 2026 to now
- LPL Financial LLCMay 2026 to now
- Wedbush SecuritiesDec 2023 to May 2026
- Bank of America, N.A.Aug 2020 to Dec 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2020 to Dec 2023
- Wesbanco Bank, IncOct 2018 to Jul 2020
- Wesbanco Securities, IncOct 2018 to Jul 2020
- PNC Bank, NAJul 2016 to Oct 2018
- PNC Investments, LLCJul 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2012
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
- 5158099
- Firm CRD
- 6413