Rebecca Tolbert
Rebecca Tolbert is a registered investment advisor at Ameriprise Financial Services, LLC, based in Raleigh, NC, with 29 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
3605 Glenwood Ave Ste 210, Raleigh, NC, 27612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca is the Vice Chair of Tolbert and President of the Board, spending minimal time on each role. She also works as an Office Manager for JMR Business Management, LLC, dedicating about a third of her time to managing interns, office tasks, and assisting an advisor with administrative work.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations28 states
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