RD
RD

Rebecca Dinneen

9 Years of Experience
Walnut Creek, CA
Broker

Rebecca Dinneen is a registered investment advisor at Cetera Investment Advisers LLC, based in Walnut Creek, CA, with 9 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1777 Botelho Drive Suite 275, Walnut Creek, CA, 94596

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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 owns rental real estate property under property management since 2018. She is also a financial professional with Enhanced Financial Group, dedicating about a quarter of her time to this investment-related activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
February 2024 - March 2024 · 1 mo
Charles Schwab & CO., INC.Broker
April 2022 - January 2024 · 1 yr 9 mos
Charles Schwab & CO., INC.
April 2022 - January 2024 · 1 yr 9 mos
TD Ameritrade Investment Management, LLC
March 2022 - September 2023 · 1 yr 6 mos
TD Ameritrade, INC.
March 2022 - October 2022 · 7 mos
TD Ameritrade, INC.Broker
January 2022 - December 2023 · 1 yr 11 mos
Institutional Cash Distributors, LLCBroker
October 2018 - October 2021 · 3 yrs
TD Ameritrade, INC.Broker
January 2018 - June 2018 · 5 mos
Scottrade, INC.Broker
September 2015 - February 2018 · 2 yrs 5 mos
State Registrations5 states
CACOHIMDOR
AdvisorBrokerBoth

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.