Rebecca Gore is a registered investment advisor at LPL Financial LLC, based in Sarasota, FL, with 9 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
52 South Lemon Ave, Sarasota, FL, 34236-5765
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Regulatory History (1)
Financial
October 2017Other Business Activities
Rebecca is affiliated with BMO Investment Services as a DBA for her LPL business. She also works as a Premier Banker at BMO Bank NA, dedicating nearly all of her time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations1 state
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.