Rebecca Bayless is a CFP-designated registered investment advisor at LPL Financial LLC, based in Colorado Springs, CO, with 25 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
3582 Blue Horizon Vw Ste 100, Colorado Springs, CO, 80924
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca operates her LPL business under two DBAs: Western Wealth Advisors since 2015, taking nearly a full-time commitment, and Asset Architects, LLC since May 2024, taking about 10-20% of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
T. Rowe Price Investment Services, INC.Broker
State Registrations8 states
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