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Rebecca Schreiber

3 Years of Experience
Silver Spring, MD

Rebecca Schreiber is a registered investment advisor at Flexible Finances, based in Silver Spring, MD, with 3 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hourly Rate:$250/hr
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Location

Silver Spring, MD

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Rebecca is a partial owner of Holy Chow LLC, a restaurant in Silver Spring, Maryland, since November 2018. She spends about a quarter of her time on bookkeeping for the restaurant.

Employment History
Current Registrations
Flexible Finances
March 2022 - Present · 4 yrs 2 mos
State Registrations1 state
MD
Advisor

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 Schreiber - Financial Advisor | TrueAdvisor