
Rebecca Durkin (CRD# 6948834) is an Investment Advisor Representative working at Morgan Stanley in Alexandria, VA and has over 3 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC

CRD# 2247685
Equitable Advisors, LLC

CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley Smith Barney LLC | Alexandria, VA | Aug 2022 - Current | < 1 |
Bank Of America, N.a. | Alexandria, VA | May 2021 - Aug 2022 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alexandria, VA | May 2018 - May 2021 | 3 |
White House Black Market | Arlington, VA | Aug 2016 - May 2018 | 1 |
New York & Company | Springfield, VA | May 2016 - Aug 2016 | < 1 |
Ruthi Pastow Staffing | Washington, DC | Apr 2016 - May 2016 | < 1 |
Olympia Sports | Bridge Hampton, NY | Jul 2015 - Mar 2016 | < 1 |
Bath & Body Works | Bay Shore, NY | Oct 2014 - Jun 2015 | < 1 |
Our Terms Fabricators | West Babylon, NY | Jul 2014 - Sep 2014 | < 1 |
Marymount University | Arlington, VA | Aug 2011 - May 2014 | 2 |
American Multi-cinema, Inc. | Arlington, VA | Sep 2013 - Oct 2013 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- TX
- VA
-
Total Assets Under Management1,311,935MILLIONS
-
Total Number of Accounts2,129,899ACCOUNTS
-
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.