Rebecca Evelyn Hipp

Employer firm

Gallagher Fiduciary Advisors, LLC CRD 146509

$195B regulatory AUM 300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → 03/2022
  Gallagher Benefit Services, Inc.
  Austin, TX
• 04/2016 → 03/2022
  Kestra Financial Services, Inc
  Austin, TX
• 03/2022 → 08/2024
  Triad Advisors
  Norcross, GA
• 04/2022 → Present
  Gallagher Fiduciary Advisors, Llc
  Austin, TX
• 08/2024 → Present
  Osaic Wealth, Inc.
  Austin, TX

Previous Registrations

• 2016-04-19 → 2022-04-06
  Kestra Advisory Services, Llc
  Austin, TX
• 2007-02-15 → 2016-09-22
  Kestra Investment Services, Llc
  Austin, TX
  Austin, TX
  Austin, TX
• 2006-08-01 → 2006-12-18
  Principal Securities, Inc.
  Austin, TX
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2006-07-31
• S63 Uniform Securities Agent State Law Examination
  2000-08-18

Other Names

• Rebecca Evelyn Cline