Rebecca Buskirk, financial advisor Lake Wales FL
88 score

Rebecca Buskirk

CRD Number: 4630003
Current Firm: Raymond James Financial Services Advisors, Inc.

Rebecca Buskirk (CRD# 4630003) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Wales, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Lake Wales, FL Aug 2014 - Current 2
Pat Cain Wealth Solutions Lake Wales, FL Jul 2010 - Current 6
Raymond James Financial Services Inc. Lake Wales, FL Jan 2006 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Rebecca W. Buskirk
Phone Number: 727-567-5877
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, 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, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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