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Rebecca T. Anderson

KINGSMARK PRIVATE FINANCIAL ADVISORS
ALBANY, GA 31721
CRD#: 3245724
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RA
Rebecca T. AndersonKINGSMARK PRIVATE FINANCIAL ADVISORS

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.
The advisor shows no other business activity.

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.

BD
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

BD
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".
KP
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/31/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/21/2001
General Securities Representative Examination

Current Firm

KP
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
7

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 Accounts847
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.

Company Information

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

CRD#: 146655Albany, GA 31721

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