Rebecca Bear, financial advisor Fort Washington PA

Rebecca Bear

CRD Number: 4762629
Current Firm: Citizens Securities, Inc.

Rebecca Bear (CRD# 4762629) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 19 years of experience in the finance industry.

Similar Advisors
Thomas Corcimiglia, financial advisor Fort Washington PA
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Frank Speace, financial advisor Fort Washington PA
Frank C. Speace
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Fort Washington PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Company Name Location Dates Years
Citizens Securities, Inc. Fort Washington, PA Mar 2023 - Current 1
Td Private Client Wealth LLC Allentown, PA Aug 2021 - Mar 2023 1
Td Bank N.a. Allentown, PA Aug 2021 - Mar 2023 1
Citizens Securities, Inc. Brodheadsville, PA Apr 2019 - Aug 2021 2
Bank Of America, N.a. Short Hills, NJ Jun 2017 - Apr 2019 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills, PA Mar 2017 - Apr 2019 2
Pnc Bank Phillipsburg, NJ Oct 2016 - Mar 2017 < 1
Pnc Investments Pittsburgh, PA Oct 2016 - Mar 2017 < 1
Unemployed East Stroudsburg, PA Jul 2016 - Oct 2016 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cranford, NJ Oct 2009 - Jul 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Rebecca L. Bear
Phone Number: 1-800-942-8300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.