Rebecca Brooks
Rebecca Brooks is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbia, SC, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1441 Main Street, Suite 806, Columbia, SC, 29201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca is an officer (Vice President) and associate/employee at Vision Wealth Advisors, LLC, where she handles client and financial advisor needs. This takes about half of Rebecca's time and is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Midsouth Capital, INC.
Midsouth Capital, INC.Broker
Southern Financial Group, INC.Broker
State Registrations29 states
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