Rebecca Walser
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
TAMPA, FL 33602
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CRD#: 2602608
Professional summary
Rebecca Walser, CFP®, who also goes by Rebecca Suzanne Akers, is a registered financial advisor currently at WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY located in Tampa, Florida.
Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Rebecca has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rebecca Suzanne Akers
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.
1) THE LAW OFFICE OF R. WALSER - 777 S. HARBOUR ISLAND BLVD., SUITE 350, TAMPA, FL 33602 - LICENSED ATTORNEY - 25% OF HER TIME PER WEEK. 2) WALSER CAPTIAL GROUP, LLC - 777 S. HARBOUR ISLAND BLVD., SUITE 350, TAMPA, FL 33602 - LIFE AND HEALTH LICENSED INSURANCE AGENT - 25% OF HER TIME PER WEEK. - START DATE -: 08/2016
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Walser's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
November 9, 2015 - Present
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
Office #1: 111 W. Oak Avenue Ste 450, Tampa, FL 33602RIA
CRD#: 206518
TAMPA, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
CRD#: 206518 / SEC#: 801-127246
RIA
Registered Investment Advisory firm - (1/20/2023 Approved)Florida
Registered Investment Advisory firm - (7/17/2023 Terminated)Georgia
Registered Investment Advisory firm - (8/3/2023 Terminated)Illinois
Registered Investment Advisory firm - (7/17/2023 Terminated)Texas
Registered Investment Advisory firm - (7/17/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(11/9/2015)
IAR
Georgia(9/30/2021)
IAR
Illinois(3/30/2023)
IAR
Texas(1/3/2022)
Current Firm
WW
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
CRD#: 206518 / SEC#: 801-127246
RIA
Registered Investment Advisory firm - (1/20/2023 Approved)Florida
Registered Investment Advisory firm - (7/17/2023 Terminated)Georgia
Registered Investment Advisory firm - (8/3/2023 Terminated)Illinois
Registered Investment Advisory firm - (7/17/2023 Terminated)Texas
Registered Investment Advisory firm - (7/17/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 W. Oak Avenue Ste 450, Tampa, FL 33602
Mailing Address
Phone number
(866) 929-3258
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 582 |
| AUM (Assets Under Management) | $ 220,278,095 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
