Rebecca TrueCRD Number: 4474579
Current Firm: Triad Advisors, Inc.
Rebecca True (CRD# 4474579) is an Investment Advisor Representative working at Triad Advisors, Inc. in Orlando, FL and has over 15 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Triad Advisors, Inc.||Norcross, GA||May 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Mar 2006 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management621MILLIONS
Total Number of Accounts3,756ACCOUNTS
Average Account Value$165,415
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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