Rebekah Fero (CRD# 1878053) is an Investment Advisor Representative working at Ifg Advisory, LLC in Port Charlotte, FL and has over 29 years of experience in the finance industry. Rebekah Fero 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.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Port Charlotte, FL | Aug 2016 - Current | 7 |
| Ifg Advisory, LLC | Atlanta, GA | Aug 2016 - Current | 7 |
| Fsc Securities Corporation | Port Charlotte, FL | Jun 1999 - Jul 2016 | 17 |
| Wealth Management Of Sw Florida, Inc. | Port Charlotte, FL | Sep 2007 - Jul 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
- FL
- TX
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Total Assets Under Management3,252MILLIONS
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Total Number of Accounts12,190ACCOUNTS
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Average Account Value$266,808
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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