Rebecca Yocum (CRD# 6111663) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 4 years of experience in the finance industry.
CRD# 1989045
Bullseye Investment Management, LLC
Score
108
CRD# 4780124
Lang Advisors LLC
Score
106
CRD# 5594136
Opus Capital Group, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Covington, KY | Aug 2012 - Current | 5 |
| Epoch Properties Inc. | Winter Park, FL | Apr 2010 - Aug 2012 | 2 |
| Barksdale Financial Associates LLC | Longwood, FL | Jul 2008 - Apr 2010 | 1 |
| University Of Central Florida | Orlando, FL | Feb 2005 - Aug 2008 | 3 |
| City Of Ocoee | Ocoee, FL | Oct 2005 - Jul 2008 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- KY
- TX
-
Total Assets Under Management236,390MILLIONS
-
Total Number of Accounts619,100ACCOUNTS
-
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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.