Rebecca SmithCRD Number: 5564368
Current Firm: Prudent Man Advisors, Inc.
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.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|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|
Total Assets Under Management4,405MILLIONS
Total Number of Accounts30ACCOUNTS
Average Account Value$146,833,074
- 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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