Rachael Kettle (CRD# 7283768) is an Investment Advisor Representative working at Lpl Financial LLC in Binghamton, NY and has over 3 years of experience in the finance industry.
CRD# 2135902
Stifel, Nicolaus & Company, Incorporated
CRD# 4286870
Lesko Securities, Inc.
CRD# 6348734
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Visions Analysis LLC | Endicott, NY | May 2023 - Current | < 1 |
| Lpl Financial LLC | Johnson City, NY | Sep 2020 - Current | 3 |
| Visions Federal Credit Union | Endicott, NY | Nov 2016 - Current | 7 |
| 607 Tech Solutions | Binghamton, NY | Oct 2015 - Nov 2016 | 1 |
| Best Buy | Vestal, NY | Oct 2011 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
| S63 | Uniform Securities State Law Examination | Dec 2020 |
- NY
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Total Assets Under Management463,475MILLIONS
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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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