Rebecca Gill is a registered investment advisor at LPL Financial LLC, based in Fishers, IN, with 21 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
14074 Trade Center Dr Ste. 110, Fishers, IN, 46038-4566
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Regulatory History (1)
Regulatory
November 2004Other Business Activities
Rebecca spends nearly all of her time as a DBA for LPL business through Dunlap Gill Wealth Management Group, Inc. She also works as a CPA, spending about 10-20% of her time on tax preparation and accounting. Finally, Rebecca inherited a rental property and spends minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
US Financial Advisors, LLC
Intrepid Financial Planning Group, LLC
State Registrations23 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.