Rebecca Stone, financial advisor Martinsville VA

Rebecca Stone

CRD Number: 4746791
Current Firm: Lpl Financial LLC

Rebecca Stone (CRD# 4746791) is an Investment Advisor Representative working at Lpl Financial LLC in Martinsville, VA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Martinsville, VA Sep 2017 - Current 6
Charles Wimbish And Associates Martinsville, VA Aug 2000 - Current 23
Kroger Martinsville, VA Oct 2015 - Jul 2017 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
Contact Info for Rebecca W. Stone
Phone Number: 704-733-3300
Registered State(s):
  • VA
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

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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