Rebecca Gill is a registered investment advisor at LPL Financial LLC, based in Fishers, IN, with 21 years of industry experience. Rebecca is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
14074 Trade Center Dr Ste. 110, Fishers, IN, 46038-4566
Get directionsHistory
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 Registrations24 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.
Exams
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