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Rebecca Wyatt

Advisor at LPL Financial

Updated today

Location

Anthem, AZ 85086

Credentials

Series 66

Industry experience

6 years

About

Rebecca Wyatt is a financial advisor with LPL Financial, holding a Series 66 license and six years of industry experience. She has previously worked at firms including Freeman Tax Service, Cetera Advisor Networks, and Edward Jones. Outside of her advisory role, Wyatt owns Wyatt Welding and Fabrication and is involved with Gavilan Peak Tax Service, reflecting her engagement in both financial and non-financial business activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and retirement plan sponsors. The firm offers various investment solutions supported by an in-house research team and accommodates a range of advisory and brokerage needs through its extensive network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

41111 N Daisy Mountain Dr Ste, 105

Anthem, AZ 85086

Most active in

California

Work history

LPL Financial

2022 - Present (4 years)

Freeman Tax Service

2021 - 2024 (3 years)

Cetera Advisor Networks

2019 - 2021 (2 years)

Casco Financial Group

2019 - 2021 (2 years)

Unemployed

2019 - 2019 (1 year)

Advisornet Financial Partners - Phoenix

2019 - 2019 (1 year)

Advisornet Wealth Management

2019 - 2019 (1 year)

Wealth Management International

2019 - 2019 (1 year)

Edward Jones

2019 - 2019 (1 year)

First Allied Advisory Services, Inc

2019 - 2019 (1 year)

Gavilan Peak Tax Service, LLC

2018 - Present (8 years)

First Allied Securities, INC

2018 - 2019 (1 year)

LPL FINANCIAL

2016 - 2018 (2 years)

Wyatt Welding and Fabrication

2015 - Present (11 years)

WJ Wealth Management, LLC

2013 - 2018 (5 years)

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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General retirement planning Retirement income strategy Income planning Wealth management Options & derivatives strategies Executive Founder/Business Owner
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Carefree, AZ

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Annuities
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Cash flow / budgeting Debt management Income planning Retirement withdrawal strategies Tax strategies for small businesses Founder/Business Owner Retired Approaching retirement
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Gregg T

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Scottsdale, AZ

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College savings (529s, UTMA, etc.) Options & derivatives strategies Private / alternative investments
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Series 65

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Options & derivatives strategies Active portfolio management Private / alternative investments
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Wealth management Retirement income strategy Annuities
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