Rebecca T. Anderson

KINGSMARK PRIVATE FINANCIAL ADVISORS

Albany, GA 31721

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CRD#: 3245724

Professional summary

Rebecca T. Anderson, CFP®, who also goes by Becky Toole, Rebecca Ann Toole, Rebecca Ann Toole Anderson, is a registered financial advisor currently at KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC located in Albany, Georgia.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Rebecca has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Becky Toole | Rebecca Ann Toole | Rebecca Ann Toole Anderson

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.

WESTOVER LAND PROPERTIES, LLC NON-INVESTMENT RELATED P.O. Box 70998, Albany, GA 31708 POSITION TITLE: MANAGING PARTNER START DATE: AUGUST 2016 TIME SPENT: 2 HOURS PER MONTH - NOT DURING MKT.HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca T. Anderson's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2005

Experience

Current

May 13, 2008 - Present

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

Office #1: 601 Pointe North Boulevard, Albany, GA 31721

RIA

CRD#: 146655

Albany, GA

Past

May 2, 2008 - December 31, 2009

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

ALBANY, GA

Past

May 9, 2005 - May 7, 2008

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

ALBANY, GA

Past

June 22, 2001 - May 7, 2008

NYLIFE SECURITIES LLC

CRD#: 5167

ALBANY, GA

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".

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | LONGLEAF FINANCIAL ADVISORS, LLC

CRD#: 146655 / SEC#: 801-68950

RIA

Registered Investment Advisory firm - (3/12/2008 Approved)

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

Georgia
(5/13/2008)

IAR

Texas
(12/2/2021)

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

State Security Law Exam

IAR

Series 66

Date: 7/31/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/21/2001

General Securities Representative Examination

Current Firm

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | LONGLEAF FINANCIAL ADVISORS, LLC

CRD#: 146655 / SEC#: 801-68950

RIA

Registered Investment Advisory firm - (3/12/2008 Approved)

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Contact information

Main Address

601 Pointe North Boulevard, Albany, GA 31721

Mailing Address

Po Box 70998, Albany, GA 31708

Phone number

(229) 439-2348

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PT 2A (4/21/2025)

Regulatory assets under management

Total Number of Accounts	847
AUM (Assets Under Management)	$ 373,647,851

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Rebecca T. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca T. Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2001

Series 7

Date: 6/21/2001

Current Firm

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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