Rebecca BurrowsCRD Number: 1335880
Current Firm: Waddell & Reed
Rebecca Burrows (CRD# 1335880) is an Investment Advisor Representative working at Waddell & Reed in Edmond, OK and has over 10 years of experience in the finance industry.
Mark I Asset Management, Ltd
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Trilogy Financial Solutions
|Waddell & Reed, Inc.||Tulsa, OK||Jul 2011 - Current||5|
|Various Insurance Carriers For W&r Insurance Agencies||Tulsa, OK||Jul 2011 - Current||5|
|Horace Mann||Springfield, IL||Jan 2007 - Current||10|
|Life Of Southwest||Addison, TX||Jul 2006 - Current||10|
|Lincoln Investment Planning, Inc.||Irving, TX||Aug 2006 - Jun 2011||4|
|Cmw Financial||Tulsa, OK||May 2006 - Jun 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2006|
|S65||NASAA Investment Advisors Law Examination||May 2009|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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