Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Evelyn Hipp is a registered investment advisor representative with Gallagher Fiduciary Advisors, LLC, based in Austin, TX. Rebecca has over 22 years of experience in the financial services industry. Before joining Gallagher Fiduciary Advisors, Rebecca was a Senior Retirement Plan Consultant with Gallagher Benefit Services, Inc. and Triad Advisors. Rebecca holds FINRA Series 7, 63 and 66 licenses. Rebecca has experience providing financial planning, portfolio management, and retirement plan consulting services to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
04/15/2022 - Present
Gallagher Fiduciary Advisors, LLC (Austin TX)
TX
03/28/2022 - 08/23/2024
TRIAD ADVISORS LLC (Austin TX)
TX
02/15/2007 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
03/27/2000 - 12/18/2006
PRINCOR FINANCIAL SERVICES CORPORATION (AUSTIN TX)
BOTH
Issued 07/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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