Rebecca White (CRD# 4820643) is an Investment Advisor Representative working at Harrington Investments, Inc. in Napa, CA and has over 19 years of experience in the finance industry.
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rs Funds Distributor LLC | San Francisco, CA | Jun 2014 - Current | 9 |
| Rs Investments | San Francisco, CA | Jun 2004 - Current | 19 |
| Guardian Investor Services LLC | San Francisco, CA | Oct 2006 - Jun 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
- CA
-
Total Assets Under Management317MILLIONS
-
Total Number of Accounts229ACCOUNTS
-
Average Account Value$1,383,172
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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