Rebecca Haugh is a CFP-designated registered investment advisor, based in Latrobe, PA, with 18 years of industry experience.
Location
535 Lloyd Ave., Latrobe, PA, 15650
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rebecca is an independent insurance agent since 2020, recommending life, accident, and health insurance products, spending a few hours per week on this activity. She also works as a tax preparer, volunteers for a youth hockey organization, and is the president of a youth soccer club.
Employment History
Current Registrations
Mutual Advisors, LLC
Mutual Securities, INC.Broker
Previous Registrations
Bpu Investment Management, INC.
Bpu Investment Management INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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.