Emily Rebekah Maldonado
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCFeb 2022 to now
- Home Point Financial Corp.Oct 2020 to Feb 2022
- Thrivent Advisor Network, LLCFeb 2020 to Oct 2020
- Thrivent FinancialMay 2018 to Feb 2020
- Thrivent Investment Management IncJan 2018 to Feb 2020
- Thrivent Financial - Michelle ClaryDec 2016 to May 2018
- Burch & Smith LLCOct 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6568474
- Firm CRD
- 6413