Rebecca Sequeira, financial advisor Abita Springs LA

Rebecca Sequeira

CRD Number: 2212793
Current Firm: Lpl Financial LLC
Compensation Model: Both

Rebecca Sequeira (CRD# 2212793) is an Investment Advisor Representative working at LPL Financial LLC in Abita Springs, LA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Abita Springs, LA Sep 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Rebecca L. Sequeira
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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