Rebecca Stone
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LPL Financial
Location
Martinsville, VA 24112
Credentials
Series 66
Industry experience
8 years
About
Rebecca Stone is a financial advisor with LPL Financial in Martinsville, VA, holding a Series 66 designation and eight years of industry experience. She has been with LPL Financial since 2017 and previously worked at Kroger from 2015 to 2017. Additionally, she has been associated with Charles Wimbish and Associates since 2000. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products and services.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
22 E Church St Ste 311
Martinsville, VA 24112
Most active in
Rebecca S has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
LPL Financial
2017 - Present (9 years)
Kroger
2015 - 2017 (2 years)
Charles Wimbish and Associates
2000 - Present (26 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Michael G
Series 66
Martinsville, VA
Kingsview Wealth Management, LLC
Autumn M
CFP®, Series 66
Martinsville, VA
Edward Jones
Charles W
Series 63, Series 65
Martinsville, VA
LPL Financial
Lori F
Series 66
Martinsville, VA
Raymond James Financial
Curtis P
CFP®, ChFC®, Series 63
Collinsville, VA
Cetera
David W
Series 63, Series 66
Martinsville, VA
LPL Financial
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