RM
RM

Rebecca Martin

2 Years of Experience
Willow Springs, MO
Broker

Rebecca Martin is a registered investment advisor at Cetera Investment Advisers LLC, based in Willow Springs, MO, with 2 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
Loading...

Location

110 Bear Drive Suite 1, Willow Springs, MO, 65793

Get directions

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.

Learn about disclosures →
Other Business Activities

Rebecca co-owns a cattle sales business with Kenneth Martin since 2009, dedicating about 10-20% of her time. She also works as an administrative assistant for Eleven Point Financial Advisors LLC, spending about a quarter of her time servicing client accounts and assisting with business development.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Wealth Services, LLCBroker
February 2024 - Present · 2 yrs 3 mos
State Registrations1 state
MO
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.
Rebecca Martin - Financial Advisor | TrueAdvisor