Rebecca Meats (CRD# 7092772) is an Investment Advisor Representative working at Apforia in La Center, WA and has over 5 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2881176
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Apforia | Virginia Beach, VA | Jan 2024 - Current | < 1 |
Rem Financial Planning LLC | Vancouver, WA | Feb 2019 - Current | 5 |
Independent Progressive Advisors | Portland, OR | Nov 2022 - Dec 2023 | 1 |
Warga Asset Management | Kirkland, WA | Sep 2022 - Sep 2022 | < 1 |
Simpson And Company Pc | Portland, OR | Oct 2014 - Apr 2020 | 5 |
Clark Conservation District | Brush Prairie, WA | May 2007 - Oct 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- WA
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts520ACCOUNTS
-
Average Account Value$72,239
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AL, CA, CO, FL, LA, MD, NC, NE, NH, NY, OH, OR, TN, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.