Rebecca Dillion, financial advisor Saint Charles MO
93 score

Rebecca Dillion

CRD Number: 1886025
Current Firm: Invest Financial Corporation

Rebecca Dillion (CRD# 1886025) is an Investment Advisor Representative working at Invest Financial Corporation in Saint Charles, MO and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation St Charles, MO Apr 1997 - Current 19
First State Bank St Charles, MO Mar 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Rebecca L. Dillion
Phone Number: (813) 880-5300
Registered State(s):
  • IL
  • MO
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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