Beatrice Rauch
Investment adviser representative at LPL Financial LLC
8 yearsExperience
2 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
8 years in the industry.
- LPL Financial LLCJul 2023 to now
- Home Smart Real Estate AssociatesNov 2021 to now
- Florida State Mortgage Group IncApr 2015 to now
- Notary PublicApr 2015 to now
- Newbridge Financial Securities GroupApr 2023 to Apr 2023
- Newbridge Securities CorporationApr 2023 to Apr 2023
- Valic Financial Advisors, Inc.Aug 2022 to Jan 2023
- Groove Recruiting Solutions Inc.Jul 2022 to Dec 2022
- Advantage One BrokersMar 2022 to Jul 2022
- ValuteachersMar 2022 to Jul 2022
- FedplanwerksNov 2021 to Feb 2022
- Lincoln Heritage GroupSep 2021 to Nov 2021
- Next Home Real Estate ExecutivesMar 2020 to Oct 2021
- Keller William Realty ProfessionalsFeb 2019 to Feb 2020
- Remax FirstJan 2018 to Jan 2019
- Realty World South FloridaMay 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7599916
- Firm CRD
- 6413