Rebecca Haugh, financial advisor Latrobe PA

Rebecca Haugh

CRD Number: 5067082
Current Firm: Mutual Advisors, LLC

Rebecca Haugh (CRD# 5067082) is an Investment Advisor Representative working at Mutual Advisors, LLC in Latrobe, PA and has over 14 years of experience in the finance industry. Rebecca Haugh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mutual Advisors, LLC Casper, WY Jan 2020 - Current 1
Mutual Securities, Inc. Camarillo, CA Jan 2020 - Current 1
Bpu Investment Management, Inc. Pittsburgh, PA Jul 2010 - Jan 2020 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Rebecca L. Haugh
Phone Number: 307-439-6357
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,593
    MILLIONS
  • Total Number of Accounts
    12,395
    ACCOUNTS
  • Average Account Value
    $289,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

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