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Rebecca Lynn Kilgore

Advisor at Edward Jones — Scottsboro, AL

Updated today

Credentials

Series 66

Experience

16 years

Location

Scottsboro, AL 35768

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Rebecca Kilgore is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Scottsboro, AL

210 S Broad Street

Scottsboro AL 35768

Advisors at this office

2

Most active in

Alabama · Texas

Work history

16 years of industry experience

Edward Jones

2009 - Present • 17 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Billy M

Series 63

Pisgah, AL

The McGriff Alliance

Billy Mcgriff is a financial advisor with The McGriff Alliance, holding a Series 63 designation and over 21 years of industry experience. His career includes long-term roles with Manufactures Life Insurance Company, Sage Ventures, Inc., and Mcgriff Dowdy & Associates, P.C. He serves as a trustee of a charitable trust and is involved in real estate development and tax and accounting services. The McGriff Alliance provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and investment company clients. The firm offers discretionary asset management, financial planning, third-party money manager referrals, and insurance brokerage, employing both strategic and tactical asset allocation and sponsoring private pooled funds focused on life settlements.

General retirement planning General tax planning Annuities Wealth management
user avatar

Tara N

Series 65, Series 63

Scottsboro, AL

Cambridge Investment Research Advisors

Tara Nicholas is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Kovack Securities, Inc. and Nicholas Financial Services. Outside of her advisory work, she serves as a committee member for St. Luke’s Episcopal Church in Scottsboro, AL. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Joseph G

Series 66

Scottsboro, AL

Raymond James Financial

Joseph Gilbert is a financial advisor with Raymond James Financial in Scottsboro, Alabama, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Edward Jones, Cetera Investment Services, Regions Bank, and United Johnson Brothers of Alabama. Outside of his advisory work, he serves as Treasurer of the Board of Deacons at Scottsboro Cumberland Presbyterian Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals and offers unique municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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David N

Series 63, Series 65

Scottsboro, AL

Cambridge Investment Research Advisors

David Nicholas is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He previously worked for 15 years at Kovack Advisors, Inc. and Kovack Securities, Inc. Nicholas is a licensed notary in Scottsboro, Alabama. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using multiple custody platforms and a range of proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Tyler S

Series 66

Scottsboro, AL

Cetera

Tyler Shankles is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously worked at Regions Bank and 1st Franklin Financial Corp. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Matthew H

Series 66

Rainsville, AL

Edward Jones

Matthew Hale is a financial advisor with Edward Jones in Rainsville, Alabama, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he was involved with G2 Supply LLC for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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