Rebecca KauffmanCRD Number: 5425675
Current Firm: Lincoln Financial Advisors Corporation
Rebecca Kauffman (CRD# 5425675) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Orlando, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Lincoln Financial Advisors Corp||Orlando, FL||Sep 2007 - Current||10|
|Universal Orlando Resort||Orlando, FL||Nov 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
|S63||Uniform Securities State Law Examination||Jun 2017|
- Financial Issue
Total Assets Under Management15,326MILLIONS
Total Number of Accounts55,801ACCOUNTS
Average Account Value$274,649
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY