RB
RB

Rebecca Buskirk

22 Years of Experience
Lake Wales, FL
Broker

Rebecca Buskirk is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Wales, FL, with 22 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

100 East Stuart Avenue, Lake Wales, FL, 33853

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rebecca is the owner of Citrus View Financial, a support company, dedicating a few hours per week to it. She is also the CEO and President of Pat Cain Wealth Solutions, which takes about half of Rebecca's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2014 - Present · 12 yrs 1 mo
Raymond James Financial Services, INC.Broker
January 2006 - Present · 20 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.Broker
January 2004 - January 2006 · 2 yrs
Merrill Lynch Pierce Fenner & Smith INC.
May 2003 - January 2004 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2003 - January 2004 · 9 mos
State Registrations13 states
ALCAFLGAMANCNJNYOHORSCTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Rebecca Buskirk - Financial Advisor | TrueAdvisor