Rebecca Conner (CRD# 6274600) is an Investment Advisor Representative working at Seedsafe Financial LLC in Austin, TX and has over 10 years of experience in the finance industry. Rebecca Conner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Seedsafe Financial LLC | Austin, TX | Apr 2016 - Current | 8 |
Finfit Coach Pllc | Sequim, WA | Nov 2017 - May 2020 | 2 |
Zipwhip Inc. | Seattle, WA | Aug 2016 - Aug 2017 | 1 |
Lighter Capital | Seattle, WA | Aug 2015 - Sep 2016 | 1 |
Merriman Wealth Management, LLC | Seattle, WA | Aug 2013 - Jul 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
- CA
- IL
- PA
- TX
- WA
-
Total Assets Under Management59MILLIONS
-
Total Number of Accounts310ACCOUNTS
-
Average Account Value$189,021
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, IL, PA, TX, WA
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