Rebecca Borton
Rebecca Borton is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Herndon, VA, with 10 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Herndon, VA
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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 works as a Client Service Administrator and Financial Planner for Timothy Richardson LLC DBA Greenspace Financial, and also sells insurance products through Avantax Insurance Agency/Services. She dedicates about half of her time to financial planning and about 10-20% of her time to insurance sales and client service administration.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Commonwealth Financial Network
Morgan Stanley
Morgan StanleyBroker
Raymond James Financial Services, INC.Broker
State Registrations11 states
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