Tricia Kubik (CRD# 3263471) is an Investment Advisor Representative working at Lpl Financial LLC in Aurora, NE and has over 24 years of experience in the finance industry.
CRD# 6337395
Eagle Strategies LLC
CRD# 808930
Allen Capital Group, LLC
CRD# 4581548
Allen Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Bank | Aurora, NE | Feb 2020 - Current | 4 |
| Lpl Financial LLC | Aurora, NE | Feb 2020 - Current | 4 |
| Securities America, Inc. | Aurora, NE | Oct 2016 - Feb 2020 | 3 |
| Securities America Advisors | Aurora, NE | Oct 2016 - Feb 2020 | 3 |
| Wells Fargo Advisors, LLC | Grand Island, NE | May 2009 - Sep 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
- NE
- TX
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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