Rebecca Kauffman, financial advisor Orlando FL
81 score

Rebecca Kauffman

CRD 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 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corp Orlando, FL Sep 2007 - Current 9
Universal Orlando Resort Orlando, FL Nov 2004 - Current 12
Loews Hotels Orlando, FL Nov 2005 - Sep 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Rebecca L. Kauffman
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
81

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