Rebecca Mathis is a CFP-designated registered investment advisor, based in Spartanburg, SC, with 18 years of industry experience.
Location
101 West St. John Street, Suite 207, Spartanburg, SC, 29306
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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 is a financial advisor and associate/employee at Jeter Hrubala Wealth Strategies since 2018. She dedicates no time to this business during or outside of trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2018 - Present · 8 yrs
Raymond James Financial Services, INC.Broker
May 2018 - Present · 8 yrs
Previous Registrations
Columbia Management Investment Advisers, LLC
May 2010 - May 2018 · 8 yrs
Columbia Management Investment Distributors, INC.Broker
May 2010 - May 2018 · 8 yrs
Columbia Management Advisors, LLC
April 2007 - May 2010 · 3 yrs 1 mo
Columbia Management Distributors, INC.Broker
April 2007 - May 2010 · 3 yrs 1 mo
State Registrations16 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.