Rebecca Smith (CRD# 5564368) is an Investment Advisor Representative working at Prudent Man Advisors, Inc. in Naperville, IL and has over 7 years of experience in the finance industry.
CRD# 4478796
Krd Financial
Score
106
CRD# 5307693
Forum Financial Management, LP
Score
104
CRD# 5207046
Nfp Advisor Services, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pma Financial Network, Inc. | Naperville, IL | May 2012 - Current | 5 |
| Pma Securities | Naperville, IL | May 2012 - Current | 5 |
| Unemployed | Wheaton, IL | Feb 2012 - May 2012 | < 1 |
| Edward Jones | Aurora, IL | Apr 2011 - Feb 2012 | < 1 |
| Edward Jones | St Louis, MO | Jul 2010 - Apr 2011 | < 1 |
| Full Time Student | Wheaton, IL | Jan 2010 - Jun 2010 | < 1 |
| Ubs Financial Services | Oakbrook Terrace, IL | Jun 2009 - Dec 2009 | < 1 |
| Full Time Student | Wheaton, IL | Apr 2009 - Jun 2009 | < 1 |
| Community Bank Wheaton/glen Ellyn | Wheaton, IL | Jul 2007 - Mar 2009 | 1 |
| Full Time Student | Wheaton, IL | Dec 2006 - Jul 2007 | < 1 |
| Amc Cantera 30 | Warrenville, IL | May 2005 - Nov 2006 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- FL
- IL
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Total Assets Under Management5,245MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$141,750,621
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CO, FL, IL, MI, MN, TX, WI
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