Phillip Gebhardt
Phillip Gebhardt is a registered investment advisor at LPL Financial LLC, based in Dover, OH, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
899 E. Iron Ave, Dover, OH, 44622
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Phillip operates under Gebhardt Financial Group as a DBA for his LPL business, dedicating nearly full-time hours. He also manages Gebhardt Financial, LTD for tax/investment purposes, spending a significant amount of time, and is an insurance agent selling non-variable insurance, dedicating a few hours per week. Additionally, Phillip is involved in real estate rentals through Yellowbrick on 39 and Gebhardt Holdings LTD, spending about 10-20% of his time and minimal time, respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Mid Atlantic Financial Management, INC.
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
Primevest Financial Services, INC.Broker
Nylife Securities INC.Broker
State Registrations12 states
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.