Rebecca Davis
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.
- LPL Financial LLCAug 2026 to now
- Flagstar BankAug 2026 to now
- Cetera Investment Advisers LLCMar 2026 to Jul 2026
- Cetera Investment Services LLCMar 2026 to Jul 2026
- First Merchants BankMar 2026 to Jul 2026
- UnemployedNov 2024 to Mar 2026
- Fidelity InvestmentsMay 2021 to Oct 2024
- Infinex InvestmentsDec 2019 to Apr 2021
- Flagstar BankNov 2019 to Apr 2021
- The Huntington Investment CompanyJul 2019 to Oct 2019
- The Huntington National BankJul 2019 to Oct 2019
- J.P. Morgan Securities, LLCJun 2018 to May 2019
- JPMorgan Chase Bank, N.A.Jun 2018 to May 2019
- Bank of America Corporation/merrill LynchJan 2018 to Mar 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Mar 2018
- Rebecca DavisMar 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6107171
- Firm CRD
- 6413