Rebekah Clough
Rebekah Clough is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sandy Springs, GA, with 5 years of industry experience. Rebekah 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
1100 Hammond Dr Ste 100, Sandy Springs, GA, 30328
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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
Rebekah is affiliated with Ash Brokerage selling non-variable insurance, dedicating minimal time to this activity. She also serves as a Trust Liaison Officer and Notary for Delta Community Credit Union, and operates under Delta Community Retirement & Investment Services as a DBA for her LPL business, dedicating full-time hours to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
State Registrations3 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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