Rebecca Luckey Martin

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 11/2024
  Pruco Securities Llc
  Madison, MS
• 05/2012 → Present
  The Prudential Insurance Company Of America
  Madison, MS
• 11/2024 → Present
  Lpl Enterprise, Llc
  Ridgeland, MS

Previous Registrations

• 2013-09-06 → 2024-11-14
  Pruco Securities, Llc.
  Ridgeland, MS
  Metairie, LA
  Laurel, MS
  Madison, MS
  Madison, MS
  Madison, MS
  Ridgeland, MS

Other Businesses

1.10/04/2024; MEDICARE SUPPLEMENTS; ;help seniors w/ health plan options;non inv related; 2hrs/ mo non trading; 0hrs/mo trading;09/01/2022 KLASS PLANTATION HOME OWNERS ASSOCIATION POSITION: Board of Directors Member for Homeowners Association for Klass Plantation Subdivision NATURE: Homeowners Association for my neighborhood INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/26/2015 ADDRESS: 100 Klaas Blvd., Madison MS 39110, United States DESCRIPTION: Meet with other board members and we discuss what is going on in our neighborhood and if anything needs to be changed or updated. INTERNATIONAL FUTBALL CLUB 2007 GREY TEAM POSITION: Team Manager NATURE: Soccer travel team INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2020 ADDRESS: P O Box 6012, Brandon MS 39047, United States DESCRIPTION: I will coordinate and register the 2007 Grey Soccer Team for tournaments and coordinate communication between the team members parents and the coach of the team. RODAN AND FIELDS POSITION: Independent Consultant NATURE: Retail Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2012 ADDRESS: 109 Klaas Blvd, Madison MS 39110, United States DESCRIPTION: sale skin care MEDICARE SUPPLEMENTS POSITION: Selling Medicare supplements and Medicare Advantage to people in the community. NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 109 Klaas Blvd., Madison MS , United States DESCRIPTION: Meeting with people 65 years old or older and helping them navigate their Medicare choices. MS STATE MEDICAL ASSOCIATION ALLIANCE GROUP POSITION: President of MS Alliance Group NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2019 ADDRESS: 408 West Parkway Place, Ridgeland MS 39157, United States DESCRIPTION: I will be directing committee members on activities and also be educating people on issues that the medical alliance organization feels are important to the organization.

Exams

• S66 Uniform Combined State Law Examination
  2013-06-04
• S65 Uniform Investment Adviser Law Examination
  1998-06-23
• S63 Uniform Securities Agent State Law Examination
  1993-09-28

Other Names

• Becky Mckinley
• Rebecca Mckinley
• Rebecca Fay Luckey
• Rebecca Fay Luckey
• Rebecca Luckeymartin