Rebecca PhelanCRD Number: 5445705
Current Firm: Edward Jones
Rebecca Phelan (CRD# 5445705) is an Investment Advisor Representative working at Edward Jones in Scottsdale, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Edward Jones||St Louis, MO||Oct 2007 - Current||10|
|Unemployed||Tempe, AZ||May 2007 - Oct 2007||< 1|
|Arizona State University||Tempe, AZ||Aug 2006 - May 2007||< 1|
|The Southwestern Company||Nashville, TN||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV