Rebecca L. Bone
Professional summary
Rebecca Lynn Bone, AIF®, who also goes by Rebecca Lynn Armistead, is a registered financial advisor currently at PLANCORP, LLC located in Saint Louis, Missouri.
Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Rebecca has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Lynn Bone's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 5, 2014 - Present
PLANCORP, LLC
Office #1: 540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829November 1, 2010 - July 30, 2013
UMB FINANCIAL SERVICES, INC.
February 9, 2000 - July 30, 2013
UMB FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
PLANCORP, LLC
CRD#: 106599 / SEC#: 801-20398
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/26/2024)
(4/13/2017)
(3/5/2014)
Exams
Current Firm
PLANCORP, LLC
CRD#: 106599 / SEC#: 801-20398
Contact information
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,711 |
| AUM (Assets Under Management) | $ 7,294,144,052 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/09/2024 | ||
| 12/07/2023 | ||
| 10/27/2022 |
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
PLANCORP, LLC
CRD#: 106599Saint Louis, MO 63141-5829TRUST BUT VERIFY
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