BG
ChFC
BG
ChFC

Barbara Gill

38 Years of Experience
Lansing, MI
BrokerSells Insurance

Barbara Gill is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Lansing, MI, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

924 Centennial Way Ste 480, Lansing, MI, 48917-8247

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Barbara has been involved in insurance sales since 1987. She also owns Bear Mountain LTD, a real estate rental business entity for tax/investment purposes since 2010.

Employment History
Current Registrations
LPL Financial LLC
August 2022 - Present · 3 yrs 11 mos
LPL Financial LLCBroker
August 2022 - Present · 3 yrs 11 mos
Previous Registrations
MML Investors Services, LLC
September 2010 - August 2022 · 11 yrs 11 mos
Seymour Gill Financial Group, INC.
December 1999 - December 2006 · 7 yrs
MML Investors Services, LLCBroker
April 1987 - August 2022 · 35 yrs 4 mos
Massachusetts Mutual Life Insurance CompanyBroker
April 1987 - January 1988 · 9 mos
State Registrations11 states
AZCAFLHIILINMIOHPASCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.