Rebecca Smith (CRD# 5564368) is an Investment Advisor Representative working at Prudent Man Advisors, Inc. in Naperville, IL and has over 6 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
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.