Becky Rees Vasquez
CFP®Professional Summary
Becky Rees Vasquez, CFP®, who also goes by Becky R. Vasquez, Becky Vasquez, is a registered financial advisor currently at THREE ARCH WEALTH MANAGEMENT LLC located in Irvine, California. Becky is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Becky has worked at 3 firms and has passed the Series 65 and Series 2 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
Other Aliases
Becky R. Vasquez, Becky Vasquez
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
THREE ARCH WEALTH MANAGEMENT LLC
Contact Information
Main Address
300 Spectrum Center Drive Suite 1030, Irvine, CA 92618Phone Number
(949) 400-7107# of Employees
5SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
826AUM (Assets Under Management)
$662,439,902Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
THREE ARCH WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(1/8/2025)
(8/6/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Oct 1994Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Becky Rees Vasquez's CRS (Customer Relationship Summary).
Services Offered by Becky
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
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