Rebekah Jane Clough

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2014 → 12/2016
  Oncue Technologies
  Alpharetta, GA
• 01/2017 → 04/2017
  Express Pro Professionals
  Alpharetta, GA
• 05/2017 → 03/2021
  Lpl Financial
  Atlanta, GA
• 03/2021 → 08/2024
  Lpl Financial, Llc
  Atlanta, GA
• 03/2017 → 08/2024
  Ifg Advisory, Llc
  Atlanta, GA
• 01/2022 → 08/2024
  Ifg Advisory, Llc D/B/A Healy Wealth Management
  Atlanta, GA
• 09/2024 → 11/2024
  Unemployed
  Dunwoody, GA
• 11/2024 → Present
  Delta Community Credit Union
  Atlanta, GA
• 11/2024 → Present
  Lpl Financial
  Fort Mill, SC

Previous Registrations

• 2022-01-18 → 2024-09-06
  Ifg Advisory, Llc
  Atlanta, GA

Other Businesses

1) 11/2024 - Ash Brokerage / Non-Variable Insurance / Inv. Related / Fort Wayne, Indiana 46802 / Start date 11/18/2024 - 4 hrs per month - 10% Time Spent 2) 11/2024- DELTA COMMUNITY CREDIT UNION / Trust Liaison Officer / Financial Institution Duty / Inv. Related / Atlanta, GA 30354. / Start date 11/18/2024 - 10 Hrs per month -10% Time Spent 3) 11/2024 - DELTA COMMUNITY CREDIT UNION / Notary / Inv. Related / Atlanta, GA 30354. / Start date 11/01/2022 - .5 Hrs per month - 1% Time Spent 4) 02/04/2025 - Delta Community Retirement & Investment Services - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/31/2025 - 160 Hrs/Mth - 8 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-01

Designations

• Certified Financial Planner

Other Names

• Rebekah Jane Bateman
• Becky Jane Bateman
• Becky Jane Clough