Rebecca Lou Koranek

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

• 01/2020 → Present
  Lpl Financial, Llc
  Cuero, TX
• 04/2016 → 01/2020
  Sagepoint Financial, Inc.
  Cuero, TX

Previous Registrations

• 2015-04-13 → 2020-01-08
  Osaic Services, Inc.
  Cuero, TX
  Cuero, TX
• 2014-04-14 → 2015-03-31
  Cetera Investment Advisers Llc
  Cuero, TX

Other Businesses

1. 1/2/2000 - No Business Name - Investment Related - At Reported Business Location(s) - Other-NOTARY - Started 01/2000 - 1-2 Hours Per Month/0-1 Hours During Securities Trading - Time Spent 1%. 2. 12/15/2020 - Paradigm Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/1/2021 - 160 Hours Per Month/160 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-14
• S63 Uniform Securities Agent State Law Examination
  2011-06-09

Other Names

• Becky L Koranek
• Rebecca L Goebel