Rebecca Novak (CRD# 5972326) is an Investment Advisor Representative working at Lpl Financial LLC in Muskegon, MI and has over 6 years of experience in the finance industry.
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
CRD# 6581230
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bcs Partners Llc Insurance Agency | Muckegon, MI | Jan 2023 - Current | 1 |
| Bcs Partners Llc Dba Embark Financial Partners | Muskegon, MI | Aug 2022 - Current | 1 |
| Lpl Financial LLC | Muskegon, MI | Jul 2021 - Current | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Muskegon, MI | Jun 2018 - Jul 2021 | 3 |
| Sheryl Albertie Becker | Muskegon, MI | Jun 2018 - Jul 2021 | 3 |
| Roger Garretson | Muskegon, MI | Jun 2018 - Jul 2021 | 3 |
| Bcs Partners | Muskegon, MI | Jun 2018 - Jul 2021 | 3 |
| Roger Garretson | Muskegon, MI | Jan 2016 - Jul 2021 | 5 |
| Sheryl Albertie Becker | Muskegon, MI | Jan 2016 - Jul 2021 | 5 |
| Waddell & Reed Inc. | Grand Rapids, MI | Jan 2016 - Jul 2021 | 5 |
| Sheryl Albertie Becker | Muskegon, MI | Jun 2011 - Jan 2016 | 4 |
| Roger Garretson | Muskegon, MI | Jun 2011 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- MI
- MO
-
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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