Rebecca GaylorCRD Number: 1452113
Current Firm: J. W. Cole Advisors, Inc.
Rebecca Gaylor (CRD# 1452113) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Phoenix, AZ and has over 31 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|J.w. Cole Financial, Inc.||Phoenix, AZ||Sep 2003 - Current||13|
|Gaylor Accounting & Financial Inc.||Phoenix, AZ||Nov 1986 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1986|
|S65||NASAA Investment Advisors Law Examination||Jan 1997|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV