RD
RD

Rebecca Durkin

7 Years of Experience
Columbia, SC
Broker

Rebecca Durkin is a registered investment advisor at Janney Montgomery Scott LLC, based in Columbia, SC, with 7 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

Fee Structure

Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.

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Location

1441 Main Street, Suite 700, Columbia, SC, 29201

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History

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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Other Business Activities

Rebecca is a JV Girls Lacrosse Coach for Lexington County School District and a Fall Lacrosse Coach for Rapids Lacrosse. These coaching positions take about a quarter of her time and about 10-20% of her time, respectively.

Employment History
Current Registrations
Janney Montgomery Scott LLC
August 2023 - Present · 2 yrs 9 mos
Janney Montgomery Scott LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Morgan Stanley
August 2022 - June 2023 · 10 mos
Morgan StanleyBroker
August 2022 - June 2023 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2019 - August 2022 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2019 - August 2022 · 3 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.