Rebecca HavensCRD Number: 5411603
Current Firm: Arbor Point Advisors
Rebecca Havens (CRD# 5411603) is an Investment Advisor Representative working at Arbor Point Advisors in Leawood, KS and has over 10 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Arbor Point Advisors||Leawood, KS||Oct 2017 - Current||< 1|
|Securities America, Inc.||Leawood, KS||Oct 2017 - Current||< 1|
|Larson Financial Services, Inc.||Leawood, KS||Mar 2016 - Current||2|
|Summit Brokerage Services, Inc.||Leawood, KS||Sep 2016 - Oct 2017||1|
|Summit Financial Group, Inc.||Boca Raton, FL||Sep 2016 - Oct 2017||1|
|Vsr Advisory Services||Overland Park, KS||Jan 2008 - Sep 2016||8|
|Vsr Financial Services, Inc.||Overland Park, KS||Jan 2008 - Sep 2016||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management975MILLIONS
Total Number of Accounts5,754ACCOUNTS
Average Account Value$169,526
- A percentage of assets under your management
- Hourly charges
- 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)
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, VT, WA, WI, WV, WY
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