Rebecca Carpenter Timmerman, financial advisor Salem IL
93 score

Rebecca Carpenter Timmerman

CRD Number: 1056172
Current Firm: Raymond James Financial Services Advisors, Inc.

Rebecca Carpenter Timmerman (CRD# 1056172) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salem, IL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Crescendo Properties LLC Salem, IL Feb 2014 - Current 2
Raymond James Financial Services Advisors, Inc. Salem, IL Jan 2009 - Current 7
Raymond James Financial Services, Inc. Salem, IL Apr 2002 - Current 14
Worthy Associates, Inc. Salem, IL Apr 2002 - Current 14
Dobek Ventures LLC Salem, IL Sep 2010 - Mar 2014 3
Around The Bend LLC Salem, IL Jun 2005 - Sep 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
S65 NASAA Investment Advisors Law Examination Nov 2004
Contact Info for Rebecca L. Carpenter Timmerman
Phone Number: 727-567-5877
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
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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