Rhonda Bagley, financial advisor Longview TX

Rhonda Bagley

CRD Number: 3197977
Current Firm: Lpl Financial LLC

Rhonda Bagley (CRD# 3197977) is an Investment Advisor Representative working at Lpl Financial LLC in Longview, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Longview, TX Aug 2021 - Current 2
Jmcc Investments LLC Longview, TX Sep 2010 - Current 13
Raymond James Financial Services Advisors Inc. Longview, TX Sep 2014 - Jul 2021 6
Raymond James Financial Services, Inc. Longview, TX Feb 2014 - Jul 2021 7
Texas Bank & Trust Longview, TX Mar 2002 - Sep 2016 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Rhonda A. Bagley
Phone Number: 704-733-3300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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

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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