Rebecca Tipton
Rebecca Tipton is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Beachwood, OH, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3201 Enterprise Pkwy Suite 400, [Satellite], Beachwood, OH, 44122
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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
Rebecca is a member of the Finance/Stewardship Ministry Team and the "Smile Team" at Mantua Center Christian Church, dedicating minimal time to each. She is also an independent insurance agent selling accident & health, life, and variable insurance products since 2003.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Lineweaver Wealth Advisors
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations1 state
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