Rebecca Pearson, financial advisor Slidell LA
89 score

Rebecca Pearson

CRD Number: 6134261
Current Firm: Spc

Rebecca Pearson (CRD# 6134261) is an Investment Advisor Representative working at Spc in Slidell, LA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sigma Financial Corporation Ann Arbor, MI Jul 2013 - Current 3
Spc Ann Arbor, MI Jul 2013 - Current 3
Southtrust Advisors Slidell, LA May 2012 - Current 4
Louisiana State University Baton Rouge, LA May 2007 - May 2012 5
Northshore High School Slidell, LA May 2003 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Rebecca E. Pearson
Phone Number: 734-663-1611
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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