Rebekah Preston, financial advisor Albuquerque NM
93 score

Rebekah Preston

CRD Number: 5357603
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rebekah Preston (CRD# 5357603) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albuquerque, NM and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque, NM Jan 2008 - Current 8
Morgan Stanley Albuquerque, NM May 2007 - Jan 2008 < 1
Wells Fargo Albuquerque, NM Feb 2007 - Jun 2007 < 1
Unemployed Albquerque, NM Dec 2006 - Feb 2007 < 1
University Of Oklahoma Norman, OK Sep 2006 - Dec 2006 < 1
University Of Oklahoma Norman, OK May 2002 - Dec 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Rebekah E. Preston
Phone Number: 800-637-7455
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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