Janice RathmanCRD Number: 1336526
Current Firm: Lpl Financial LLC
Janice Rathman (CRD# 1336526) is an Investment Advisor Representative working at Lpl Financial LLC in Orlando, FL and has over 25 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
|Lpl Financial, LLC||Orlando, FL||Aug 2010 - Current||6|
|Partrners Federal Credit Union||Orlando, FL||Aug 2010 - Current||6|
|Sws Financial Services||Altamonte Springs, FL||Dec 1998 - Aug 2010||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1991|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
|S66||NASAA Uniform Combined State Law Examination||Oct 2010|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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