Beatrice Rauch

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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

• 03/2022 → 07/2022
  Valuteachers
  Boca Raton, FL
• 03/2022 → 07/2022
  Advantage One Brokers
  Boca Raton, FL
• 11/2021 → 02/2022
  Fedplanwerks
  Boca Raton, FL
• 09/2021 → 11/2021
  Lincoln Heritage Group
  Boca Raton, FL
• 11/2021 → Present
  Home Smart Real Estate Associates
  Boca Raton, FL
• 04/2015 → Present
  Florida State Mortgage Group Inc
  Fort Lauderdale, FL
• 07/2022 → 12/2022
  Groove Recruiting Solutions Inc.
  Boca Raton, FL
• 04/2015 → Present
  Notary Public
  Boca Raton, FL
• 03/2020 → 10/2021
  Next Home Real Estate Executives
  West Palm Beach, FL
• 02/2019 → 02/2020
  Keller William Realty Professionals
  Fort Lauderdale, FL
• 01/2018 → 01/2019
  Remax First
  Fort Lauderdale, FL
• 05/2016 → 12/2017
  Realty World South Florida
  Fort Lauderdale, FL
• 08/2022 → 01/2023
  Valic Financial Advisors, Inc.
  Boca Raton, FL
• 04/2023 → 04/2023
  Newbridge Securities Corporation
  Boca Raton, FL
• 04/2023 → 04/2023
  Newbridge Financial Securities Group
  Boca Raton, FL
• 07/2023 → Present
  Lpl Financial Llc
  Boca Raton, FL

Previous Registrations

• 2023-04-09 → 2023-04-26
  Nfsg Corporation
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

1) 06/23/2023 - Groove Recruiting Solutions, Inc. - Business Owner - FL 33434 - Non investment related - 0.5 hours per month - Start date: 7/11/2022. 2) 06/23/2023 - Florida State Mortgage Group - Mortgage/Real Estate Services - FL 33301 - Investment related - 0.5 hours per month - Start date: 4/15/2016. 3) 06/23/2023 - Beatrice Rauch P.A - Business Entity For Tax/Investment Purposes Only - FL 33434 - Non investment related - Start date: 4/15/2006. 4) 06/23/2023 - HomeSmart Real Estate - Real Estate Services - FL 32803 - Investment related - 1 hour(s) per month - Start date: 6/15/2005. 5) 06/23/2023 - Notary Public- non- investment related- zero hours per month -Start date 4/15/2017

Exams

• S66 Uniform Combined State Law Examination
  2023-03-15
• S63 Uniform Securities Agent State Law Examination
  2023-02-23

Other Names

• Betty Rauch
• Beatrice Miranda
• Betty Miranda