Rebecca
Hipp

Gallagher Fiduciary Advisors, LLC

CRD#3269924
Investment Advisor
in San Antonio, TX

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About this Advisor

Rebecca Hipp is a financial advisor who works out of San Antonio, Texas who has 1 year of relevant experience. Hipp works at Gallagher Fiduciary Advisors, LLC. During their career, Hipp has held roles at Gallagher Benefit Services, Inc, Nfp Securities, Inc, Kestra Financial Services, Inc, Triad Advisors and Gallagher Fiduciary Advisors, LLC. Hipp maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can serve investors in Texas. Gallagher Fiduciary Advisors, LLC is a registered investment business that has its headquarters in Rolling Meadows, IL. The firm has offices in 25 locations and a total of 134 advisors. It manages $7 billion in assets among its 113 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Gallagher Fiduciary Advisors, LLC provides a broad range of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules largely depend on which services are offered. Fees billed by Gallagher Fiduciary Advisors, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9442 Capital Of Texas Hwy North, Ste. 950
San Antonio, TX 78260

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Gallagher Fiduciary Advisors, LLC Brokerage Details

Total Assets Under Management

$6,543,290,721

TX Average: $6,674,516,078
Total Number of Employees

134

TX Average: 44
Total Number of Accounts

113

TX Average: 2,564
Average Account Size

$57,905,228

TX Average: $2,603,165

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Rebecca Hipp Work History

Rebecca has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Triad Advisors

2022 - Present (2 years)

Gallagher Fiduciary Advisors, LLC

2016 - 2022 (6 years)

Kestra Financial Services, Inc

2007 - 2022 (15 years)

Gallagher Benefit Services, Inc

2007 - 2016 (9 years)

Nfp Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rebecca Hipp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gallagher Fiduciary Advisors, LLC

William Deyoung
East Hartford, CT
Barton Kershner
Rockville, MD
Stephen Mann
Rolling Meadows, IL
Ryan Olson
Dallas, TX
Christopher Wolff
Mount Laurel, NJ
Douglas Feltz
Carmel, IN
Shawn Aulenbach
Boston, MA
Kathy Seimet
Bloomfield Hills, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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