Rebecca Kishbaugh is a registered investment advisor, based in Charlotte, NC, with 18 years of industry experience.
Location
214 N Tryon St, Fl 33, Charlotte, NC, 28202
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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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Rebecca owns a rental vacation home in Boone, NC, since January 2024. She spends a few hours per week organizing repairs and responding to inquiries.
Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
December 2017 - February 2021 · 3 yrs 2 mos
Bb&t Securities, LLCBroker
December 2017 - February 2021 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2016 - December 2017 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2016 - December 2017 · 1 yr 6 mos
Ameriprise Financial Services, INC.
October 2011 - July 2016 · 4 yrs 9 mos
Ameriprise Financial Services, INC.Broker
October 2011 - July 2016 · 4 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2011 · 2 yrs 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - October 2011 · 2 yrs 4 mos
Citigroup Global Markets INC.
August 2008 - June 2009 · 10 mos
Citigroup Global Markets INC.Broker
August 2008 - June 2009 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2007 - September 2008 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2007 - September 2008 · 1 yr 5 mos
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.