Rebecca Yocum (CRD# 6111663) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 5 years of experience in the finance industry.
CRD# 1989045
Bullseye Investment Management, LLC
Score
98
CRD# 4780124
Lang Advisors LLC
Score
106
CRD# 5594136
Opus Capital Management
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 Management254,026MILLIONS
-
Total Number of Accounts688,691ACCOUNTS
-
Average Account Value$368,854
- 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, WY
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