Rebecca Records (CRD# 4751183) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 17 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors, Inc. | Norcross, GA | Apr 2012 - Current | 12 |
| Capital Wealth Management, LLC | West Warwick, RI | May 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- RI
- TX
-
Total Assets Under Management858MILLIONS
-
Total Number of Accounts601ACCOUNTS
-
Average Account Value$1,427,683
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
CT, FL, LA, MA, NH, NY, PA, RI, TX
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