Haley Rabecca Deremer
Investment adviser representative at LPL Financial LLC
7 yearsExperience
3 statesRegistered 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
7 years in the industry.
- LPL Financial LLCJul 2021 to now
- Various Insurance Carriers for W&r Insurance AgenciesJan 2021 to Jul 2021
- Step By Step, LLCNov 2020 to Jul 2021
- Phyllis WebbJun 2020 to Jul 2021
- Waddell & Reed, IncJun 2020 to Jul 2021
- Dino's Eastside GrilleDec 2019 to Aug 2020
- Dino'sDec 2019 to Feb 2020
- Clean JuiceMay 2019 to Dec 2019
- Phyllis Webb, FaJul 2017 to Jun 2020
- Above & Beyond CleaningMay 2016 to Jul 2021
- Above & Beyond Cleaning ServicesMay 2016 to May 2018
- Waddell & ReedMay 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (NE, NH, 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
- 6345739
- Firm CRD
- 6413