Rebecca Kauffman, financial advisor Maitland FL

Rebecca Kauffman

CRD Number: 5425675
Current Firm: Commonwealth Financial Network

Rebecca Kauffman (CRD# 5425675) is an Investment Advisor Representative working at Commonwealth Financial Network in Maitland, FL and has over 14 years of experience in the finance industry. Rebecca Kauffman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Mar 2023 - Current 1
Aegis Consulting Maitland, FL Mar 2023 - Current 1
Lincoln Financial Advisors Corp Orlando, FL Sep 2007 - Mar 2023 15
Universal Orlando Resort Orlando, FL Nov 2004 - Jun 2020 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
S63 Uniform Securities State Law Examination Jun 2017
Contact Info for Rebecca L. Kauffman
Phone Number: 781-736-0700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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