Rebecca Wyatt is a registered investment advisor at LPL Financial LLC, based in Anthem, AZ, with 6 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
41111 N Daisy Mountain Dr Ste, 105, Anthem, AZ, 85086
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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 operates under the DBAs FITS Wealth Management and Anthem Tax & Wealth for her LPL business, and also sells non-variable insurance as an agent, dedicating a few hours per week to it. She is also involved in tax preparation and accounting through Gavilan Peak Tax Service, LLC, Wyatt Tax and Financial, and Freeman Income Tax Service, LLC, and owns Wyatt Welding and Fabrication.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Advisornet Wealth Management
Edward Jones
Edward JonesBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
State Registrations7 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.