Rebecca DillionCRD 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 28 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Invest Financial Corporation||St Charles, MO||Apr 1997 - Current||20|
|First State Bank||St Charles, MO||Mar 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Educational seminars/workshops