RP
RP

Rebekah Powers

21 Years of Experience
St. Petersburg, FL
Broker

Rebekah Powers is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
October 2019 - Present · 6 yrs 9 mos
Raymond James & Associates, INC.Broker
October 2019 - Present · 6 yrs 9 mos
Previous Registrations
Calton & Associates, INC.
March 2017 - September 2019 · 2 yrs 6 mos
Calton & Associates, INC.Broker
February 2017 - September 2019 · 2 yrs 7 mos
Cetera Advisor Networks LLCBroker
June 2016 - February 2017 · 8 mos
Cetera Investment Advisers LLC
October 2015 - February 2017 · 1 yr 4 mos
Summit Financial Group INC
August 2012 - February 2017 · 4 yrs 6 mos
Summit Brokerage Services, INC.Broker
July 2012 - February 2017 · 4 yrs 7 mos
Lincoln Investment Planning, INC
August 2010 - June 2012 · 1 yr 10 mos
Lincoln InvestmentBroker
August 2010 - June 2012 · 1 yr 10 mos
Great American Advisors, INC.
June 2009 - August 2010 · 1 yr 2 mos
Great American Advisors, INC.Broker
August 2008 - August 2010 · 2 yrs
Fifth Third Securities, INC.Broker
August 2005 - August 2008 · 3 yrs
Morgan Stanley
September 2004 - June 2005 · 9 mos
Morgan Stanley Dw INC.Broker
September 2004 - June 2005 · 9 mos
State Registrations1 state
FL
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.