Unclaimed
Rebecca Gill is a financial advisor with LPL Financial LLC in Fishers, Indiana. Rebecca has been in the financial services industry since 2004. Rebecca specializes in a variety of areas, including financial planning, portfolio management, and retirement planning. She holds a variety of licenses and certifications, including the Series 7, Series 63, Series 65, and SIE exams. Rebecca is dedicated to providing her clients with personalized financial advice and helping them reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
01/09/2025 - Present
LPL Financial LLC (FISHERS IN)
BC
Issued 06/08/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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