Rebecca Incledon (CRD# 7785351) is an Investment Advisor Representative working at Cultivating Wealth in Montauk, NY and has 1 year of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 4288358
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Cultivating Wealth | Montauk, NY | Jan 2022 - Current | 2 |
Hemington Wealth Management | Falls Church, VA | Sep 2021 - Jan 2022 | < 1 |
Aids Foundation Of Chicago | Chicago, IL | Jul 2019 - Jun 2021 | 1 |
Aids Foundation Of Chicago | Chicago, IL | Jul 2016 - Jun 2019 | 2 |
Aids Foundation Of Chicago | Chicago, IL | Aug 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- IL
- NY
-
Total Assets Under Management131MILLIONS
-
Total Number of Accounts589ACCOUNTS
-
Average Account Value$222,728
- 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
CA, IL, NJ, NY, OR, PA, TX
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