RG
RG

Rebecca Eve Goebel

32 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,760 clients
Average Client Portfolio
$467K average
Assets Under Management
$822.1M

Fee Structure

Minimum Investment:None
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Location

Las Vegas, NV

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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 Activities

Rebecca owns rental real estate property since 2011 and co-owns a vacation rental cabin. She is also the Chief Compliance Officer for TCP Asset Management and TCP Asset Management LLC, both registered investment advisors, and is employed with United Planners Financial Services as a registered representative.

Employment History
Current Registrations
Tcp Asset Management, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Advisors
January 2011 - May 2024 · 13 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - May 2024 · 13 yrs 4 mos
Wells Fargo Investments, LLC
February 2005 - January 2011 · 5 yrs 11 mos
Wells Fargo Investments, LLCBroker
December 2000 - January 2011 · 10 yrs 1 mo
Wells Fargo Securities INC.Broker
January 2000 - May 2001 · 1 yr 4 mos
Wells Fargo Brokerage Services, L.L.C.Broker
January 2000 - December 2000 · 11 mos
Sutro & CO. IncorporatedBroker
August 1996 - January 2000 · 3 yrs 5 mos
Smith Barney INC.Broker
July 1993 - September 1996 · 3 yrs 2 mos
Lehman Brothers INC.Broker
April 1993 - July 1993 · 3 mos
State Registrations47 states
ALARAZCACOCTDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.