RB
RB

Rebecca Buie

18 Years of Experience
Greenville, NC
Broker

Rebecca Buie is a registered investment advisor at Wells Fargo Advisors, based in Greenville, NC, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

605 Lynndale Ct, Ste A, Greenville, NC, 27858

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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 has partial ownership in SMB Trails, LLC and rental property, and is a co-trustee for Buie Wealth Management Group, Inc. 401k. Each of these activities requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
March 2020 - Present · 6 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2019 - March 2020 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
January 2019 - March 2020 · 1 yr 2 mos
Wells Fargo Advisors, LLC
February 2006 - November 2016 · 10 yrs 9 mos
Wells Fargo AdvisorsBroker
December 2005 - November 2016 · 10 yrs 11 mos
State Registrations13 states
ALCADEFLGAMSNCNYPASCTNTXVA
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 Buie - Financial Advisor | TrueAdvisor