Rebecca Meats (CRD# 7092772) is an Investment Advisor Representative working at Apforia in La Center, WA and has over 5 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2881176
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apforia | Virginia Beach, VA | Jan 2024 - Current | < 1 |
| Rem Financial Planning LLC | Vancouver, WA | Feb 2019 - Current | 5 |
| Independent Progressive Advisors | Portland, OR | Nov 2022 - Dec 2023 | 1 |
| Warga Asset Management | Kirkland, WA | Sep 2022 - Sep 2022 | < 1 |
| Simpson And Company Pc | Portland, OR | Oct 2014 - Apr 2020 | 5 |
| Clark Conservation District | Brush Prairie, WA | May 2007 - Oct 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- WA
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts520ACCOUNTS
-
Average Account Value$72,239
- 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
- Pension consulting services
- Educational seminars/workshops
AL, CA, CO, FL, LA, MD, NC, NE, NH, NY, OH, OR, TN, TX, VA, WA
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